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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 | $16,501 | $73,102-77.4% | $123,553-86.6% | $56,289-70.7% |
| Participation rate | 94.0% | 74.3%+19.7pp | 82.3%+11.7pp | 69.9%+24.1pp |
| Annual return | -9.68% | 3.01%-12.7pp | 119.21%-128.9pp | -9.96%+0.3pp |
| Employer contribution / active EE | $2,056 | $2,977-30.9% | $4,628-55.6% | $2,111-2.6% |
| Participant deferral / active EE | $8,239 | $5,423+51.9% | $6,426+28.2% | $3,350+145.9% |
| Admin fee / account holder | $1,200 | $554+116.7% | $9,284-87.1% | $521+130.3% |