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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 | $10,399 | $97,020-89.3% | $83,327-87.5% | $135,380-92.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -29.71% | 12.31%-42.0pp | 10.64%-40.4pp | 519.81%-549.5pp |
| Employer contribution / active EE | $3,654 | $4,144-11.8% | $3,379+8.1% | $4,779-23.5% |
| Participant deferral / active EE | $6,572 | $5,964+10.2% | $5,565+18.1% | $5,609+17.2% |
| Admin fee / account holder | $372 | $8,426-95.6% | $7,540-95.1% | $10,828-96.6% |