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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 | $11,582 | $100,805-88.5% | $86,698-86.6% | $134,532-91.4% |
| Participation rate | 77.8% | 79.0%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | -21.00% | 29.09%-50.1pp | 35.95%-56.9pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,652 | $3,490-52.7% | $2,837-41.8% | $4,741-65.2% |
| Participant deferral / active EE | $2,972 | $5,339-44.3% | $4,656-36.2% | $6,401-53.6% |
| Admin fee / account holder | $2,129 | $10,925-80.5% | $7,493-71.6% | $11,429-81.4% |