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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 | $11,630 | $167,353-93.1% | $143,797-91.9% | $134,545-91.4% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -20.93% | 0.48%-21.4pp | -0.04%-20.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $1,636 | $5,620-70.9% | $4,952-67.0% | $4,742-65.5% |
| Participant deferral / active EE | $3,473 | $6,447-46.1% | $5,638-38.4% | $6,401-45.7% |
| Admin fee / account holder | $475 | $18,096-97.4% | $14,679-96.8% | $11,431-95.8% |