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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 | $14,991 | $167,352-91.0% | $143,788-89.6% | $134,509-88.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.71% | 0.47%-22.2pp | -0.03%-21.7pp | 418.13%-439.8pp |
| Employer contribution / active EE | $2,037 | $5,620-63.8% | $4,952-58.9% | $4,741-57.0% |
| Participant deferral / active EE | $7,793 | $6,447+20.9% | $5,638+38.2% | $6,400+21.8% |
| Admin fee / account holder | $655 | $18,091-96.4% | $14,675-95.5% | $11,427-94.3% |