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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 | $27,735 | $168,636-83.6% | $147,618-81.2% | $125,388-77.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.33% | 77.65%-84.0pp | 61.98%-68.3pp | 282.24%-288.6pp |
| Employer contribution / active EE | $3,635 | $6,252-41.9% | $5,565-34.7% | $4,866-25.3% |
| Participant deferral / active EE | $3,297 | $5,507-40.1% | $4,895-32.7% | $5,352-38.4% |
| Admin fee / account holder | $1,199 | $13,580-91.2% | $11,612-89.7% | $9,541-87.4% |