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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,408 | $160,059-86.0% | $140,019-84.0% | $135,380-83.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -13.38% | 911.48%-924.9pp | 651.17%-664.5pp | 519.81%-533.2pp |
| Employer contribution / active EE | $1,431 | $6,420-77.7% | $5,605-74.5% | $4,779-70.1% |
| Participant deferral / active EE | $5,644 | $7,641-26.1% | $6,927-18.5% | $5,609+0.6% |
| Admin fee / account holder | $609 | $13,328-95.4% | $10,705-94.3% | $10,828-94.4% |