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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 | $7,372 | $138,114-94.7% | $125,391-94.1% | $134,545-94.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -72.83% | 750.88%-823.7pp | 572.41%-645.2pp | 418.37%-491.2pp |
| Employer contribution / active EE | $2,167 | $5,246-58.7% | $4,816-55.0% | $4,742-54.3% |
| Participant deferral / active EE | $7,125 | $7,801-8.7% | $7,448-4.3% | $6,401+11.3% |
| Admin fee / account holder | $2,239 | $11,570-80.6% | $10,009-77.6% | $11,431-80.4% |