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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 | $13,013 | $92,219-85.9% | $76,767-83.0% | $135,380-90.4% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -23.48% | 5.46%-28.9pp | 2.43%-25.9pp | 519.81%-543.3pp |
| Employer contribution / active EE | $6,465 | $3,216+101.0% | $2,485+160.1% | $4,779+35.3% |
| Participant deferral / active EE | $5,881 | $4,508+30.4% | $3,852+52.7% | $5,609+4.8% |
| Admin fee / account holder | $1,459 | $10,749-86.4% | $6,675-78.1% | $10,828-86.5% |