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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 | $9,926 | $134,001-92.6% | $112,258-91.2% | $134,509-92.6% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -23.99% | 47.15%-71.1pp | 27.47%-51.5pp | 418.13%-442.1pp |
| Employer contribution / active EE | $2,393 | $4,039-40.8% | $3,636-34.2% | $4,741-49.5% |
| Participant deferral / active EE | $3,251 | $5,291-38.6% | $4,728-31.3% | $6,400-49.2% |
| Admin fee / account holder | $1,294 | $7,491-82.7% | $6,411-79.8% | $11,427-88.7% |