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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 | $9,756 | $167,522-94.2% | $151,639-93.6% | $134,532-92.7% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -24.45% | 7.81%-32.3pp | 3.34%-27.8pp | 418.27%-442.7pp |
| Employer contribution / active EE | $5,181 | $6,828-24.1% | $6,165-16.0% | $4,741+9.3% |
| Participant deferral / active EE | $9,664 | $8,986+7.5% | $8,363+15.5% | $6,401+51.0% |
| Admin fee / account holder | $5,669 | $13,780-58.9% | $11,613-51.2% | $11,429-50.4% |