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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 | $6,112 | $92,743-93.4% | $82,744-92.6% | $134,532-95.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -22.20% | 946.63%-968.8pp | 702.22%-724.4pp | 418.27%-440.5pp |
| Employer contribution / active EE | $2,208 | $3,273-32.5% | $3,008-26.6% | $4,741-53.4% |
| Participant deferral / active EE | $2,228 | $4,802-53.6% | $4,395-49.3% | $6,401-65.2% |
| Admin fee / account holder | $486 | $5,977-91.9% | $5,325-90.9% | $11,429-95.7% |