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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 | $16,561 | $138,075-88.0% | $123,552-86.6% | $135,379-87.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.29% | 153.70%-169.0pp | 119.20%-134.5pp | 519.79%-535.1pp |
| Employer contribution / active EE | $4,859 | $5,152-5.7% | $4,628+5.0% | $4,779+1.7% |
| Participant deferral / active EE | $10,200 | $6,800+50.0% | $6,426+58.7% | $5,609+81.8% |
| Admin fee / account holder | $3,099 | $10,917-71.6% | $9,285-66.6% | $10,828-71.4% |