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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 | $202,323 | $385,501-47.5% | $350,496-42.3% | $248,183-18.5% |
| Participation rate | 100.0% | 44.6%+55.4pp | 31.4%+68.6pp | 45.9%+54.1pp |
| Annual return | -38.76% | 13.23%-52.0pp | 12.88%-51.6pp | 10.21%-49.0pp |
| Employer contribution / active EE | $7,500 | $45,589-83.5% | $40,010-81.3% | $42,272-82.3% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $2,132 | $7,618-72.0% | $7,226-70.5% | $13,518-84.2% |