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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 | $9,509 | $148,582-93.6% | $135,942-93.0% | $139,456-93.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -7.05% | 79.26%-86.3pp | 68.28%-75.3pp | 373.45%-380.5pp |
| Employer contribution / active EE | $4,568 | $5,245-12.9% | $4,858-6.0% | $4,753-3.9% |
| Participant deferral / active EE | $6,665 | $8,101-17.7% | $7,759-14.1% | $6,711-0.7% |
| Admin fee / account holder | $1,597 | $12,402-87.1% | $10,764-85.2% | $11,407-86.0% |