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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 | $13,692 | $92,219-85.2% | $76,767-82.2% | $135,380-89.9% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -14.50% | 5.46%-20.0pp | 2.43%-16.9pp | 519.81%-534.3pp |
| Employer contribution / active EE | $2,211 | $3,216-31.2% | $2,485-11.0% | $4,779-53.7% |
| Participant deferral / active EE | $7,305 | $4,508+62.0% | $3,852+89.7% | $5,609+30.2% |
| Admin fee / account holder | $1,333 | $10,749-87.6% | $6,675-80.0% | $10,828-87.7% |