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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 | $7,092 | $227,566-96.9% | $189,558-96.3% | $167,518-95.8% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.5%-3.5pp | 82.1%-7.1pp |
| Annual return | -24.57% | 78.43%-103.0pp | 64.19%-88.8pp | 478.71%-503.3pp |
| Employer contribution / active EE | $960 | $5,316-81.9% | $4,412-78.2% | $4,838-80.2% |
| Participant deferral / active EE | $5,613 | $7,002-19.8% | $6,174-9.1% | $6,342-11.5% |
| Admin fee / account holder | $553 | $11,881-95.3% | $9,809-94.4% | $12,312-95.5% |