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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 | $8,232 | $117,846-93.0% | $102,434-92.0% | $145,884-94.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -21.64% | 31.90%-53.5pp | 29.46%-51.1pp | 551.85%-573.5pp |
| Employer contribution / active EE | $1,380 | $3,615-61.8% | $3,023-54.3% | $4,662-70.4% |
| Participant deferral / active EE | $3,074 | $5,733-46.4% | $5,055-39.2% | $6,690-54.0% |
| Admin fee / account holder | $3,617 | $13,356-72.9% | $9,462-61.8% | $13,392-73.0% |