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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 | $20,361 | $140,592-85.5% | $123,105-83.5% | $125,389-83.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.99% | 16.80%-20.8pp | 13.22%-17.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $2,750 | $6,041-54.5% | $5,151-46.6% | $4,866-43.5% |
| Participant deferral / active EE | $5,099 | $6,980-27.0% | $6,229-18.1% | $5,352-4.7% |
| Admin fee / account holder | $964 | $11,198-91.4% | $9,014-89.3% | $9,541-89.9% |