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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 | $3,051 | $100,811-97.0% | $86,698-96.5% | $134,545-97.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -31.95% | 29.11%-61.1pp | 35.96%-67.9pp | 418.37%-450.3pp |
| Employer contribution / active EE | $1,566 | $3,490-55.1% | $2,837-44.8% | $4,742-67.0% |
| Participant deferral / active EE | $1,965 | $5,339-63.2% | $4,656-57.8% | $6,401-69.3% |
| Admin fee / account holder | $1,042 | $10,926-90.5% | $7,492-86.1% | $11,431-90.9% |