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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 | $18,217 | $226,105-91.9% | $182,540-90.0% | $152,897-88.1% |
| Participation rate | 76.2% | 82.5%-6.3pp | 78.0%-1.8pp | 82.5%-6.3pp |
| Annual return | -6.28% | 192.58%-198.9pp | 148.58%-154.9pp | 345.43%-351.7pp |
| Employer contribution / active EE | $3,376 | $4,978-32.2% | $4,076-17.2% | $4,764-29.1% |
| Participant deferral / active EE | $5,341 | $6,370-16.2% | $5,525-3.3% | $5,851-8.7% |
| Admin fee / account holder | $3,281 | $10,706-69.4% | $8,593-61.8% | $11,599-71.7% |