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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 | $11,356 | $100,805-88.7% | $86,698-86.9% | $134,532-91.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -21.86% | 29.09%-50.9pp | 35.95%-57.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $2,818 | $3,490-19.3% | $2,837-0.7% | $4,741-40.6% |
| Participant deferral / active EE | $3,547 | $5,339-33.6% | $4,656-23.8% | $6,401-44.6% |
| Admin fee / account holder | $1,240 | $10,925-88.7% | $7,493-83.5% | $11,429-89.2% |