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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 | $9,026 | $98,240-90.8% | $82,312-89.0% | $147,586-93.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -2.99% | 30.85%-33.8pp | 25.88%-28.9pp | 578.59%-581.6pp |
| Employer contribution / active EE | $2,552 | $3,192-20.1% | $2,428+5.1% | $4,876-47.7% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,249 | $8,563-85.4% | $5,608-77.7% | $10,886-88.5% |