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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 | $6,114 | $67,372-90.9% | $60,906-90.0% | $134,532-95.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -24.44% | 50.05%-74.5pp | 16.94%-41.4pp | 418.27%-442.7pp |
| Employer contribution / active EE | $2,255 | $3,099-27.2% | $2,703-16.6% | $4,741-52.4% |
| Participant deferral / active EE | $2,654 | $4,532-41.4% | $3,814-30.4% | $6,401-58.5% |
| Admin fee / account holder | $852 | $4,588-81.4% | $3,227-73.6% | $11,429-92.5% |