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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 | $13,129 | $167,362-92.2% | $143,799-90.9% | $134,532-90.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.07% | 0.47%-21.5pp | -0.04%-21.0pp | 418.27%-439.3pp |
| Employer contribution / active EE | $2,148 | $5,620-61.8% | $4,952-56.6% | $4,741-54.7% |
| Participant deferral / active EE | $7,836 | $6,447+21.5% | $5,638+39.0% | $6,401+22.4% |
| Admin fee / account holder | $733 | $18,094-95.9% | $14,677-95.0% | $11,429-93.6% |