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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 | $17,263 | $99,032-82.6% | $80,022-78.4% | $135,380-87.2% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -11.59% | 15.39%-27.0pp | 11.22%-22.8pp | 519.81%-531.4pp |
| Employer contribution / active EE | $2,779 | $3,043-8.7% | $2,468+12.6% | $4,779-41.8% |
| Participant deferral / active EE | $9,775 | $4,282+128.3% | $3,686+165.2% | $5,609+74.3% |
| Admin fee / account holder | $7,555 | $10,436-27.6% | $6,521+15.9% | $10,828-30.2% |