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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 | $12,405 | $138,078-91.0% | $125,363-90.1% | $134,509-90.8% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -21.69% | 750.49%-772.2pp | 572.15%-593.8pp | 418.13%-439.8pp |
| Employer contribution / active EE | $2,032 | $5,245-61.3% | $4,815-57.8% | $4,741-57.1% |
| Participant deferral / active EE | $6,177 | $7,800-20.8% | $7,447-17.1% | $6,400-3.5% |
| Admin fee / account holder | $315 | $11,566-97.3% | $10,005-96.9% | $11,427-97.2% |