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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 | $13,340 | $82,674-83.9% | $125,381-89.4% | $68,486-80.5% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -42.63% | -5.97%-36.7pp | 572.31%-614.9pp | -7.85%-34.8pp |
| Employer contribution / active EE | $4,682 | $3,382+38.4% | $4,815-2.8% | $2,597+80.3% |
| Participant deferral / active EE | $11,574 | $6,111+89.4% | $7,448+55.4% | $4,028+187.4% |
| Admin fee / account holder | $307 | $6,277-95.1% | $10,007-96.9% | $5,404-94.3% |