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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 | $18,688 | $167,522-88.8% | $151,639-87.7% | $134,532-86.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.08% | 7.81%-30.9pp | 3.34%-26.4pp | 418.27%-441.3pp |
| Employer contribution / active EE | $1,992 | $6,828-70.8% | $6,165-67.7% | $4,741-58.0% |
| Participant deferral / active EE | $6,722 | $8,986-25.2% | $8,363-19.6% | $6,401+5.0% |
| Admin fee / account holder | $1,171 | $13,780-91.5% | $11,613-89.9% | $11,429-89.8% |