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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 | $12,376 | $99,032-87.5% | $80,022-84.5% | $135,380-90.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -12.38% | 15.39%-27.8pp | 11.22%-23.6pp | 519.81%-532.2pp |
| Employer contribution / active EE | $3,858 | $3,043+26.8% | $2,468+56.3% | $4,779-19.3% |
| Participant deferral / active EE | $2,025 | $4,282-52.7% | $3,686-45.1% | $5,609-63.9% |
| Admin fee / account holder | $306 | $10,436-97.1% | $6,521-95.3% | $10,828-97.2% |