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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 | $11,966 | $82,674-85.5% | $125,363-90.5% | $68,495-82.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.23% | -5.97%-16.3pp | 572.15%-594.4pp | -7.84%-14.4pp |
| Employer contribution / active EE | $4,573 | $3,382+35.2% | $4,815-5.0% | $2,596+76.1% |
| Participant deferral / active EE | $8,915 | $6,111+45.9% | $7,447+19.7% | $4,028+121.4% |
| Admin fee / account holder | $2,485 | $6,276-60.4% | $10,005-75.2% | $5,403-54.0% |