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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 | $14,308 | $154,228-90.7% | $145,433-90.2% | $137,256-89.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -29.01% | 74.59%-103.6pp | 66.58%-95.6pp | 220.34%-249.3pp |
| Employer contribution / active EE | $4,035 | $4,804-16.0% | $4,554-11.4% | $4,156-2.9% |
| Participant deferral / active EE | $4,112 | $8,216-49.9% | $7,897-47.9% | $6,407-35.8% |
| Admin fee / account holder | $4,129 | $14,344-71.2% | $13,129-68.6% | $12,270-66.3% |