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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 | $11,266 | $142,361-92.1% | $119,608-90.6% | $134,509-91.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -31.84% | -12.46%-19.4pp | -14.98%-16.9pp | 418.13%-450.0pp |
| Employer contribution / active EE | $4,690 | $5,224-10.2% | $4,232+10.8% | $4,741-1.1% |
| Participant deferral / active EE | $10,071 | $6,468+55.7% | $5,601+79.8% | $6,400+57.4% |
| Admin fee / account holder | $1,427 | $13,588-89.5% | $10,326-86.2% | $11,427-87.5% |