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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 | $4,082 | $181,896-97.8% | $156,551-97.4% | $273,972-98.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -5.82% | 30.74%-36.6pp | 32.23%-38.0pp | 41.46%-47.3pp |
| Employer contribution / active EE | $2,402 | $6,248-61.5% | $5,501-56.3% | $4,869-50.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $940 | $15,560-94.0% | $13,028-92.8% | $10,133-90.7% |