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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 | $17,870 | $157,296-88.6% | $141,191-87.3% | $152,897-88.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -11.62% | 64.34%-76.0pp | 71.41%-83.0pp | 345.43%-357.0pp |
| Employer contribution / active EE | $4,914 | $5,262-6.6% | $4,736+3.8% | $4,764+3.2% |
| Participant deferral / active EE | $7,070 | $7,111-0.6% | $6,710+5.4% | $5,851+20.8% |
| Admin fee / account holder | $3,033 | $12,125-75.0% | $10,264-70.5% | $11,599-73.9% |