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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 | $16,084 | $92,219-82.6% | $76,768-79.0% | $135,379-88.1% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -14.15% | 5.46%-19.6pp | 2.43%-16.6pp | 519.79%-533.9pp |
| Employer contribution / active EE | $2,552 | $3,216-20.7% | $2,485+2.7% | $4,779-46.6% |
| Participant deferral / active EE | $2,426 | $4,508-46.2% | $3,852-37.0% | $5,609-56.7% |
| Admin fee / account holder | $338 | $10,749-96.9% | $6,675-94.9% | $10,828-96.9% |