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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 | $18,341 | $82,674-77.8% | $125,363-85.4% | $68,495-73.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.70% | -5.97%-13.7pp | 572.15%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,381 | $3,382-29.6% | $4,815-50.5% | $2,596-8.3% |
| Participant deferral / active EE | $5,678 | $6,111-7.1% | $7,447-23.8% | $4,028+41.0% |
| Admin fee / account holder | $1,356 | $6,276-78.4% | $10,005-86.5% | $5,403-74.9% |