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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 | $16,308 | $100,805-83.8% | $86,698-81.2% | $134,532-87.9% |
| Participation rate | 77.3% | 79.0%-1.7pp | 76.6%+0.7pp | 81.2%-4.0pp |
| Annual return | -20.99% | 29.09%-50.1pp | 35.95%-56.9pp | 418.27%-439.3pp |
| Employer contribution / active EE | $2,060 | $3,490-41.0% | $2,837-27.4% | $4,741-56.5% |
| Participant deferral / active EE | $4,144 | $5,339-22.4% | $4,656-11.0% | $6,401-35.3% |
| Admin fee / account holder | $890 | $10,925-91.9% | $7,493-88.1% | $11,429-92.2% |