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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 | $9,227 | $82,674-88.8% | $125,363-92.6% | $68,495-86.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -33.53% | -5.97%-27.6pp | 572.15%-605.7pp | -7.84%-25.7pp |
| Employer contribution / active EE | $1,554 | $3,382-54.1% | $4,815-67.7% | $2,596-40.2% |
| Participant deferral / active EE | $4,154 | $6,111-32.0% | $7,447-44.2% | $4,028+3.1% |
| Admin fee / account holder | $306 | $6,276-95.1% | $10,005-96.9% | $5,403-94.3% |