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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 | $15,009 | $57,350-73.8% | $83,850-82.1% | $64,181-76.6% |
| Participation rate | 95.1% | 68.6%+26.5pp | 76.1%+19.0pp | 69.6%+25.6pp |
| Annual return | -14.25% | 11.38%-25.6pp | 850.92%-865.2pp | 7.63%-21.9pp |
| Employer contribution / active EE | $2,200 | $2,545-13.6% | $3,631-39.4% | $2,381-7.6% |
| Participant deferral / active EE | $3,123 | $2,993+4.3% | $4,082-23.5% | $3,470-10.0% |
| Admin fee / account holder | $453 | $4,046-88.8% | $5,478-91.7% | $4,887-90.7% |