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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 | $8,523 | $56,197-84.8% | $67,652-87.4% | $59,633-85.7% |
| Participation rate | 96.6% | 71.5%+25.1pp | 75.7%+20.9pp | 68.7%+27.9pp |
| Annual return | -5.08% | 18508.10%-18513.2pp | 6625.40%-6630.5pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,969 | $1,615+21.9% | $2,266-13.1% | $2,203-10.6% |
| Participant deferral / active EE | $4,105 | $2,844+44.4% | $3,560+15.3% | $3,192+28.6% |
| Admin fee / account holder | $1,452 | $3,958-63.3% | $4,821-69.9% | $4,297-66.2% |