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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 | $12,691 | $138,075-90.8% | $123,552-89.7% | $135,379-90.6% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -20.23% | 153.70%-173.9pp | 119.20%-139.4pp | 519.79%-540.0pp |
| Employer contribution / active EE | $4,122 | $5,152-20.0% | $4,628-10.9% | $4,779-13.8% |
| Participant deferral / active EE | $7,302 | $6,800+7.4% | $6,426+13.6% | $5,609+30.2% |
| Admin fee / account holder | $2,330 | $10,917-78.7% | $9,285-74.9% | $10,828-78.5% |