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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 | $17,799 | $82,674-78.5% | $125,381-85.8% | $68,486-74.0% |
| Participation rate | 79.4% | 75.1%+4.4pp | 82.4%-3.0pp | 67.9%+11.5pp |
| Annual return | -21.55% | -5.97%-15.6pp | 572.31%-593.9pp | -7.85%-13.7pp |
| Employer contribution / active EE | $4,005 | $3,382+18.4% | $4,815-16.8% | $2,597+54.2% |
| Participant deferral / active EE | $7,112 | $6,111+16.4% | $7,448-4.5% | $4,028+76.6% |
| Admin fee / account holder | $1,740 | $6,277-72.3% | $10,007-82.6% | $5,404-67.8% |