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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 | $9,302 | $134,001-93.1% | $112,258-91.7% | $134,509-93.1% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -24.67% | 47.15%-71.8pp | 27.47%-52.1pp | 418.13%-442.8pp |
| Employer contribution / active EE | $1,504 | $4,039-62.8% | $3,636-58.6% | $4,741-68.3% |
| Participant deferral / active EE | $3,445 | $5,291-34.9% | $4,728-27.1% | $6,400-46.2% |
| Admin fee / account holder | $749 | $7,491-90.0% | $6,411-88.3% | $11,427-93.4% |