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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 | $8,513 | $142,409-94.0% | $119,634-92.9% | $134,545-93.7% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -21.80% | -12.46%-9.3pp | -14.98%-6.8pp | 418.37%-440.2pp |
| Employer contribution / active EE | $1,121 | $5,224-78.5% | $4,232-73.5% | $4,742-76.4% |
| Participant deferral / active EE | $4,467 | $6,468-30.9% | $5,601-20.3% | $6,401-30.2% |
| Admin fee / account holder | $415 | $13,594-97.0% | $10,329-96.0% | $11,431-96.4% |