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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 | $17,669 | $135,645-87.0% | $110,243-84.0% | $135,379-86.9% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -18.50% | 513.24%-531.7pp | 314.76%-333.3pp | 519.79%-538.3pp |
| Employer contribution / active EE | $2,365 | $4,907-51.8% | $3,827-38.2% | $4,779-50.5% |
| Participant deferral / active EE | $8,603 | $5,507+56.2% | $4,672+84.1% | $5,609+53.4% |
| Admin fee / account holder | $2,958 | $11,458-74.2% | $8,548-65.4% | $10,828-72.7% |