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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 | $16,040 | $138,075-88.4% | $123,552-87.0% | $135,379-88.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -19.80% | 153.70%-173.5pp | 119.20%-139.0pp | 519.79%-539.6pp |
| Employer contribution / active EE | $3,479 | $5,152-32.5% | $4,628-24.8% | $4,779-27.2% |
| Participant deferral / active EE | $5,345 | $6,800-21.4% | $6,426-16.8% | $5,609-4.7% |
| Admin fee / account holder | $303 | $10,917-97.2% | $9,285-96.7% | $10,828-97.2% |