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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 | $19,379 | $72,177-73.2% | $115,038-83.2% | $59,633-67.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.46% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $2,389 | $2,841-15.9% | $4,608-48.2% | $2,203+8.4% |
| Participant deferral / active EE | $4,529 | $4,783-5.3% | $6,026-24.8% | $3,192+41.9% |
| Admin fee / account holder | $1,370 | $4,927-72.2% | $8,175-83.2% | $4,297-68.1% |