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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 | $11,980 | $100,792-88.1% | $86,691-86.2% | $134,509-91.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.19% | 29.08%-50.3pp | 35.94%-57.1pp | 418.13%-439.3pp |
| Employer contribution / active EE | $2,300 | $3,491-34.1% | $2,837-18.9% | $4,741-51.5% |
| Participant deferral / active EE | $2,291 | $5,339-57.1% | $4,656-50.8% | $6,400-64.2% |
| Admin fee / account holder | $1,097 | $10,924-90.0% | $7,492-85.4% | $11,427-90.4% |