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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 | $10,439 | $95,188-89.0% | $76,518-86.4% | $135,379-92.3% |
| Participation rate | 95.5% | 74.4%+21.1pp | 68.0%+27.5pp | 82.6%+12.8pp |
| Annual return | -11.15% | 4.85%-16.0pp | -0.27%-10.9pp | 519.79%-530.9pp |
| Employer contribution / active EE | $1,569 | $3,303-52.5% | $2,647-40.7% | $4,779-67.2% |
| Participant deferral / active EE | $3,611 | $4,640-22.2% | $3,836-5.9% | $5,609-35.6% |
| Admin fee / account holder | $416 | $6,249-93.3% | $4,849-91.4% | $10,828-96.2% |