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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 | $12,772 | $82,678-84.6% | $125,391-89.8% | $68,490-81.4% |
| Participation rate | 72.1% | 75.1%-3.0pp | 82.4%-10.3pp | 67.9%+4.2pp |
| Annual return | -34.97% | -5.97%-29.0pp | 572.41%-607.4pp | -7.85%-27.1pp |
| Employer contribution / active EE | $2,259 | $3,382-33.2% | $4,816-53.1% | $2,597-13.0% |
| Participant deferral / active EE | $4,200 | $6,111-31.3% | $7,448-43.6% | $4,028+4.3% |
| Admin fee / account holder | $629 | $6,277-90.0% | $10,009-93.7% | $5,403-88.4% |