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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 | $21,360 | $135,645-84.3% | $110,243-80.6% | $135,380-84.2% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -10.84% | 513.24%-524.1pp | 314.76%-325.6pp | 519.81%-530.6pp |
| Employer contribution / active EE | $1,741 | $4,907-64.5% | $3,827-54.5% | $4,779-63.6% |
| Participant deferral / active EE | $2,415 | $5,507-56.1% | $4,672-48.3% | $5,609-56.9% |
| Admin fee / account holder | $337 | $11,458-97.1% | $8,548-96.1% | $10,828-96.9% |