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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 | $7,655 | $183,539-95.8% | $155,556-95.1% | $145,897-94.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | -1.42% | 61.31%-62.7pp | 64.84%-66.3pp | 552.29%-553.7pp |
| Employer contribution / active EE | $1,823 | $5,315-65.7% | $4,675-61.0% | $4,663-60.9% |
| Participant deferral / active EE | $1,928 | $6,467-70.2% | $5,631-65.8% | $6,689-71.2% |
| Admin fee / account holder | $759 | $19,275-96.1% | $15,885-95.2% | $13,390-94.3% |