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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 | $16,866 | $167,353-89.9% | $143,797-88.3% | $134,545-87.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.08% | 0.48%-20.6pp | -0.04%-20.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $1,882 | $5,620-66.5% | $4,952-62.0% | $4,742-60.3% |
| Participant deferral / active EE | $3,052 | $6,447-52.7% | $5,638-45.9% | $6,401-52.3% |
| Admin fee / account holder | $452 | $18,096-97.5% | $14,679-96.9% | $11,431-96.0% |