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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 | $13,376 | $138,102-90.3% | $125,381-89.3% | $134,532-90.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -27.02% | 750.73%-777.7pp | 572.31%-599.3pp | 418.27%-445.3pp |
| Employer contribution / active EE | $1,582 | $5,245-69.8% | $4,815-67.2% | $4,741-66.6% |
| Participant deferral / active EE | $4,998 | $7,801-35.9% | $7,448-32.9% | $6,401-21.9% |
| Admin fee / account holder | $954 | $11,568-91.8% | $10,007-90.5% | $11,429-91.7% |