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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 | $156,398-90.9% | $147,318-90.3% | $138,895-89.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -29.01% | 78.75%-107.8pp | 70.43%-99.4pp | 145.39%-174.4pp |
| Employer contribution / active EE | $4,035 | $4,853-16.9% | $4,593-12.1% | $4,194-3.8% |
| Participant deferral / active EE | $4,112 | $8,237-50.1% | $7,906-48.0% | $6,396-35.7% |
| Admin fee / account holder | $4,129 | $14,976-72.4% | $13,708-69.9% | $12,562-67.1% |