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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 | $15,008 | $117,895-87.3% | $102,460-85.4% | $145,897-89.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | -5.27% | 31.92%-37.2pp | 29.47%-34.7pp | 552.29%-557.6pp |
| Employer contribution / active EE | $1,090 | $3,619-69.9% | $3,025-64.0% | $4,663-76.6% |
| Participant deferral / active EE | $2,718 | $5,736-52.6% | $5,056-46.2% | $6,689-59.4% |
| Admin fee / account holder | $2,302 | $13,353-82.8% | $9,460-75.7% | $13,390-82.8% |