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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 | $12,633 | $113,941-88.9% | $94,229-86.6% | $125,389-89.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.33% | 5.29%-10.6pp | 10.68%-16.0pp | 282.24%-287.6pp |
| Employer contribution / active EE | $1,638 | $4,727-65.3% | $3,587-54.3% | $4,866-66.3% |
| Participant deferral / active EE | $1,951 | $5,179-62.3% | $4,320-54.8% | $5,352-63.5% |
| Admin fee / account holder | $1,150 | $8,392-86.3% | $6,269-81.7% | $9,541-87.9% |