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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 | $8,785 | $138,072-93.6% | $123,549-92.9% | $135,382-93.5% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -32.44% | 153.69%-186.1pp | 119.20%-151.6pp | 519.77%-552.2pp |
| Employer contribution / active EE | $2,399 | $5,152-53.4% | $4,628-48.2% | $4,779-49.8% |
| Participant deferral / active EE | $6,998 | $6,799+2.9% | $6,426+8.9% | $5,609+24.8% |
| Admin fee / account holder | $319 | $10,917-97.1% | $9,284-96.6% | $10,829-97.1% |