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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 | $20,381 | $135,956-85.0% | $123,894-83.6% | $273,972-92.6% |
| Participation rate | 76.2% | 84.1%-7.9pp | 81.4%-5.2pp | 83.0%-6.8pp |
| Annual return | -0.20% | 56.63%-56.8pp | 47.52%-47.7pp | 41.46%-41.7pp |
| Employer contribution / active EE | $5,402 | $5,170+4.5% | $4,617+17.0% | $4,869+11.0% |
| Participant deferral / active EE | $3,488 | $6,343-45.0% | $5,984-41.7% | $5,287-34.0% |
| Admin fee / account holder | $1,306 | $9,817-86.7% | $8,357-84.4% | $10,133-87.1% |