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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 | $18,797 | $227,566-91.7% | $189,558-90.1% | $167,518-88.8% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.5%+4.9pp | 82.1%+1.2pp |
| Annual return | -0.07% | 78.43%-78.5pp | 64.19%-64.3pp | 478.71%-478.8pp |
| Employer contribution / active EE | $2,500 | $5,316-53.0% | $4,412-43.3% | $4,838-48.3% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,805 | $11,881-84.8% | $9,809-81.6% | $12,312-85.3% |