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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 | $6,177 | $134,001-95.4% | $112,258-94.5% | $134,509-95.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -32.15% | 47.15%-79.3pp | 27.47%-59.6pp | 418.13%-450.3pp |
| Employer contribution / active EE | $2,002 | $4,039-50.4% | $3,636-44.9% | $4,741-57.8% |
| Participant deferral / active EE | $4,469 | $5,291-15.5% | $4,728-5.5% | $6,400-30.2% |
| Admin fee / account holder | $442 | $7,491-94.1% | $6,411-93.1% | $11,427-96.1% |