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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 | $15,521 | $149,333-89.6% | $106,387-85.4% | $135,380-88.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -16.74% | 0.52%-17.3pp | 0.25%-17.0pp | 519.81%-536.5pp |
| Employer contribution / active EE | $2,826 | $4,984-43.3% | $3,520-19.7% | $4,779-40.9% |
| Participant deferral / active EE | $7,012 | $7,230-3.0% | $5,421+29.3% | $5,609+25.0% |
| Admin fee / account holder | $684 | $15,952-95.7% | $7,510-90.9% | $10,828-93.7% |