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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 | $7,921 | $147,727-94.6% | $115,756-93.2% | $134,545-94.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -27.19% | 73.96%-101.2pp | 143.14%-170.3pp | 418.37%-445.6pp |
| Employer contribution / active EE | $1,320 | $4,713-72.0% | $3,793-65.2% | $4,742-72.2% |
| Participant deferral / active EE | $8,634 | $7,563+14.2% | $6,254+38.1% | $6,401+34.9% |
| Admin fee / account holder | $738 | $14,571-94.9% | $8,124-90.9% | $11,431-93.5% |