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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 | $11,224 | $167,533-93.3% | $151,645-92.6% | $134,545-91.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -37.10% | 7.81%-44.9pp | 3.34%-40.4pp | 418.37%-455.5pp |
| Employer contribution / active EE | $1,998 | $6,828-70.7% | $6,165-67.6% | $4,742-57.9% |
| Participant deferral / active EE | $6,677 | $8,985-25.7% | $8,363-20.2% | $6,401+4.3% |
| Admin fee / account holder | $438 | $13,781-96.8% | $11,614-96.2% | $11,431-96.2% |