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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 | $19,764 | $54,380-63.7% | $68,509-71.2% | $59,633-66.9% |
| Participation rate | 96.9% | 70.2%+26.7pp | 74.7%+22.1pp | 68.7%+28.2pp |
| Annual return | -3.34% | 2.83%-6.2pp | 8.27%-11.6pp | 2041.40%-2044.7pp |
| Employer contribution / active EE | $3,850 | $1,539+150.2% | $2,278+69.0% | $2,203+74.8% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,107 | $3,885-71.5% | $5,275-79.0% | $4,297-74.2% |