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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 | $9,483 | $100,811-90.6% | $86,698-89.1% | $134,545-93.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -159.06% | 29.11%-188.2pp | 35.96%-195.0pp | 418.37%-577.4pp |
| Employer contribution / active EE | $1,733 | $3,490-50.4% | $2,837-38.9% | $4,742-63.5% |
| Participant deferral / active EE | $9,927 | $5,339+85.9% | $4,656+113.2% | $6,401+55.1% |
| Admin fee / account holder | $316 | $10,926-97.1% | $7,492-95.8% | $11,431-97.2% |