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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 | $111,298 | $479,618-76.8% | $138,598-19.7% | $479,618-76.8% |
| Participation rate | 100.0% | 89.3%+10.7pp | 98.1%+1.9pp | 89.3%+10.7pp |
| Annual return | -8.08% | 101.32%-109.4pp | -1.57%-6.5pp | 101.32%-109.4pp |
| Employer contribution / active EE | $22,540 | $22,484+0.2% | $11,733+92.1% | $22,484+0.2% |
| Participant deferral / active EE | $5,600 | $7,699-27.3% | $7,210-22.3% | $7,699-27.3% |
| Admin fee / account holder | $516 | $12,520-95.9% | $2,828-81.8% | $12,520-95.9% |