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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 | $18,954 | $138,075-86.3% | $123,552-84.7% | $135,379-86.0% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -12.67% | 153.70%-166.4pp | 119.20%-131.9pp | 519.79%-532.5pp |
| Employer contribution / active EE | $1,640 | $5,152-68.2% | $4,628-64.6% | $4,779-65.7% |
| Participant deferral / active EE | $3,645 | $6,800-46.4% | $6,426-43.3% | $5,609-35.0% |
| Admin fee / account holder | $1,705 | $10,917-84.4% | $9,285-81.6% | $10,828-84.3% |