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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 | $10,122 | $129,959-92.2% | $104,301-90.3% | $134,532-92.5% |
| Participation rate | 82.6% | 79.5%+3.1pp | 73.3%+9.3pp | 81.2%+1.4pp |
| Annual return | -52.42% | 42.04%-94.5pp | 24.61%-77.0pp | 418.27%-470.7pp |
| Employer contribution / active EE | $3,647 | $4,185-12.9% | $3,373+8.1% | $4,741-23.1% |
| Participant deferral / active EE | $8,201 | $5,589+46.7% | $4,626+77.3% | $6,401+28.1% |
| Admin fee / account holder | $1,364 | $9,325-85.4% | $7,340-81.4% | $11,429-88.1% |