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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 | $10,722 | $91,525-88.3% | $130,026-91.8% | $75,181-85.7% |
| Participation rate | 95.7% | 71.4%+24.2pp | 78.5%+17.2pp | 67.2%+28.5pp |
| Annual return | 10.73% | -631.40%+642.1pp | -137.26%+148.0pp | 160.69%-150.0pp |
| Employer contribution / active EE | $1,795 | $2,844-36.9% | $4,321-58.4% | $2,671-32.8% |
| Participant deferral / active EE | $3,674 | $4,342-15.4% | $5,821-36.9% | $4,126-10.9% |
| Admin fee / account holder | $394 | $6,778-94.2% | $10,608-96.3% | $5,650-93.0% |