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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 | $11,521 | $133,983-91.4% | $112,244-89.7% | $134,493-91.4% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -24.20% | 47.13%-71.3pp | 27.46%-51.7pp | 418.01%-442.2pp |
| Employer contribution / active EE | $988 | $4,039-75.5% | $3,635-72.8% | $4,740-79.1% |
| Participant deferral / active EE | $1,878 | $5,291-64.5% | $4,728-60.3% | $6,400-70.7% |
| Admin fee / account holder | $1,374 | $7,490-81.7% | $6,411-78.6% | $11,425-88.0% |