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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 | $17,717 | $82,674-78.6% | $125,381-85.9% | $68,486-74.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -26.36% | -5.97%-20.4pp | 572.31%-598.7pp | -7.85%-18.5pp |
| Employer contribution / active EE | $5,096 | $3,382+50.7% | $4,815+5.8% | $2,597+96.2% |
| Participant deferral / active EE | $8,515 | $6,111+39.3% | $7,448+14.3% | $4,028+111.4% |
| Admin fee / account holder | $622 | $6,277-90.1% | $10,007-93.8% | $5,404-88.5% |