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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 | $27,919 | $86,938-67.9% | $102,423-72.7% | $80,925-65.5% |
| Participation rate | 98.2% | 72.4%+25.8pp | 76.5%+21.7pp | 67.7%+30.6pp |
| Annual return | -50.00% | 18.89%-68.9pp | 29.42%-79.4pp | 35.65%-85.6pp |
| Employer contribution / active EE | $17,741 | $2,369+648.8% | $3,023+486.9% | $2,756+543.7% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,148 | $8,053+1.2% | $9,455-13.8% | $6,940+17.4% |