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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 | $9,774 | $154,228-93.7% | $145,433-93.3% | $137,256-92.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -16.82% | 74.59%-91.4pp | 66.58%-83.4pp | 220.34%-237.2pp |
| Employer contribution / active EE | $2,172 | $4,804-54.8% | $4,554-52.3% | $4,156-47.7% |
| Participant deferral / active EE | $16,254 | $8,216+97.8% | $7,897+105.8% | $6,407+153.7% |
| Admin fee / account holder | $6,183 | $14,344-56.9% | $13,129-52.9% | $12,270-49.6% |