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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 | $11,983 | $138,076-91.3% | $123,553-90.3% | $135,380-91.1% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -20.66% | 153.70%-174.4pp | 119.21%-139.9pp | 519.81%-540.5pp |
| Employer contribution / active EE | $1,235 | $5,152-76.0% | $4,628-73.3% | $4,779-74.2% |
| Participant deferral / active EE | $4,936 | $6,800-27.4% | $6,426-23.2% | $5,609-12.0% |
| Admin fee / account holder | $345 | $10,917-96.8% | $9,284-96.3% | $10,828-96.8% |