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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 | $11,599 | $127,387-90.9% | $115,038-89.9% | $125,389-90.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -14.27% | 31.28%-45.6pp | 26.14%-40.4pp | 282.24%-296.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,491 | $6,423+78.9% | $6,026+90.7% | $5,352+114.7% |
| Admin fee / account holder | $585 | $9,516-93.9% | $8,175-92.9% | $9,541-93.9% |