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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 | $133,998-91.4% | $112,263-89.7% | $134,545-91.4% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -24.20% | 47.17%-71.4pp | 27.49%-51.7pp | 418.37%-442.6pp |
| Employer contribution / active EE | $988 | $4,040-75.5% | $3,636-72.8% | $4,742-79.2% |
| Participant deferral / active EE | $1,878 | $5,292-64.5% | $4,729-60.3% | $6,401-70.7% |
| Admin fee / account holder | $1,374 | $7,493-81.7% | $6,410-78.6% | $11,431-88.0% |