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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 | $10,835 | $167,352-93.5% | $143,788-92.5% | $134,509-91.9% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -42.29% | 0.47%-42.8pp | -0.03%-42.3pp | 418.13%-460.4pp |
| Employer contribution / active EE | $4,834 | $5,620-14.0% | $4,952-2.4% | $4,741+2.0% |
| Participant deferral / active EE | $5,018 | $6,447-22.2% | $5,638-11.0% | $6,400-21.6% |
| Admin fee / account holder | $1,009 | $18,091-94.4% | $14,675-93.1% | $11,427-91.2% |