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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 | $10,363 | $83,908-87.6% | $68,509-84.9% | $125,389-91.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -4.71% | 14.48%-19.2pp | 8.27%-13.0pp | 282.24%-287.0pp |
| Employer contribution / active EE | $2,538 | $3,031-16.3% | $2,278+11.4% | $4,866-47.8% |
| Participant deferral / active EE | $3,930 | $4,125-4.7% | $3,382+16.2% | $5,352-26.6% |
| Admin fee / account holder | $824 | $8,982-90.8% | $5,275-84.4% | $9,541-91.4% |