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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 | $15,598 | $167,504-90.7% | $151,628-89.7% | $134,509-88.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.44% | 7.81%-32.2pp | 3.34%-27.8pp | 418.13%-442.6pp |
| Employer contribution / active EE | $2,609 | $6,828-61.8% | $6,165-57.7% | $4,741-45.0% |
| Participant deferral / active EE | $8,141 | $8,985-9.4% | $8,363-2.7% | $6,400+27.2% |
| Admin fee / account holder | $1,027 | $13,779-92.5% | $11,613-91.2% | $11,427-91.0% |