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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 | $6,096 | $106,267-94.3% | $96,520-93.7% | $139,456-95.6% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | -1.06% | 38.45%-39.5pp | 35.72%-36.8pp | 373.45%-374.5pp |
| Employer contribution / active EE | $1,518 | $4,105-63.0% | $3,739-59.4% | $4,753-68.1% |
| Participant deferral / active EE | $3,684 | $5,454-32.5% | $4,879-24.5% | $6,711-45.1% |
| Admin fee / account holder | $1,517 | $7,882-80.8% | $6,733-77.5% | $11,407-86.7% |