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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 | $13,178 | $100,792-86.9% | $86,691-84.8% | $134,509-90.2% |
| Participation rate | 95.8% | 78.9%+16.9pp | 76.6%+19.2pp | 81.2%+14.6pp |
| Annual return | -26.05% | 29.08%-55.1pp | 35.94%-62.0pp | 418.13%-444.2pp |
| Employer contribution / active EE | $10,149 | $3,491+190.8% | $2,837+257.8% | $4,741+114.1% |
| Participant deferral / active EE | $2,639 | $5,339-50.6% | $4,656-43.3% | $6,400-58.8% |
| Admin fee / account holder | $3,522 | $10,924-67.8% | $7,492-53.0% | $11,427-69.2% |