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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 | $15,130 | $82,674-81.7% | $125,381-87.9% | $68,486-77.9% |
| Participation rate | 91.4% | 75.1%+16.4pp | 82.4%+9.0pp | 67.9%+23.5pp |
| Annual return | -19.46% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $3,813 | $3,382+12.8% | $4,815-20.8% | $2,597+46.9% |
| Participant deferral / active EE | $3,636 | $6,111-40.5% | $7,448-51.2% | $4,028-9.7% |
| Admin fee / account holder | $1,126 | $6,277-82.1% | $10,007-88.8% | $5,404-79.2% |