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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 | $9,170 | $95,188-90.4% | $76,518-88.0% | $135,380-93.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.47% | 4.85%-15.3pp | -0.27%-10.2pp | 519.81%-530.3pp |
| Employer contribution / active EE | $784 | $3,303-76.3% | $2,647-70.4% | $4,779-83.6% |
| Participant deferral / active EE | $4,815 | $4,640+3.8% | $3,836+25.5% | $5,609-14.2% |
| Admin fee / account holder | $1,665 | $6,249-73.4% | $4,849-65.7% | $10,828-84.6% |