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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 | $8,745 | $82,674-89.4% | $125,363-93.0% | $68,495-87.2% |
| Participation rate | 81.8% | 75.0%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -24.17% | -5.97%-18.2pp | 572.15%-596.3pp | -7.84%-16.3pp |
| Employer contribution / active EE | $2,461 | $3,382-27.2% | $4,815-48.9% | $2,596-5.2% |
| Participant deferral / active EE | $5,507 | $6,111-9.9% | $7,447-26.0% | $4,028+36.7% |
| Admin fee / account holder | $1,844 | $6,276-70.6% | $10,005-81.6% | $5,403-65.9% |