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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 | $8,565 | $142,392-94.0% | $119,622-92.8% | $134,532-93.6% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -22.72% | -12.46%-10.3pp | -14.98%-7.7pp | 418.27%-441.0pp |
| Employer contribution / active EE | $1,488 | $5,224-71.5% | $4,232-64.8% | $4,741-68.6% |
| Participant deferral / active EE | $3,339 | $6,467-48.4% | $5,601-40.4% | $6,401-47.8% |
| Admin fee / account holder | $1,921 | $13,593-85.9% | $10,328-81.4% | $11,429-83.2% |