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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 | $10,947 | $83,337-86.9% | $67,834-83.9% | $273,972-96.0% |
| Participation rate | 73.3% | 76.4%-3.1pp | 68.8%+4.5pp | 83.0%-9.7pp |
| Annual return | -4.50% | 259.45%-263.9pp | 138.47%-143.0pp | 41.46%-46.0pp |
| Employer contribution / active EE | $894 | $3,287-72.8% | $2,403-62.8% | $4,869-81.6% |
| Participant deferral / active EE | $1,376 | $4,088-66.3% | $3,160-56.5% | $5,287-74.0% |
| Admin fee / account holder | $1,243 | $6,752-81.6% | $4,622-73.1% | $10,133-87.7% |