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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 | $13,615 | $107,809-87.4% | $90,657-85.0% | $135,379-89.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -15.75% | -0.90%-14.8pp | 1.89%-17.6pp | 519.79%-535.5pp |
| Employer contribution / active EE | $2,076 | $3,018-31.2% | $2,532-18.0% | $4,779-56.6% |
| Participant deferral / active EE | $6,187 | $3,872+59.8% | $3,424+80.7% | $5,609+10.3% |
| Admin fee / account holder | $372 | $5,931-93.7% | $4,994-92.6% | $10,828-96.6% |