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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 | $13,987 | $167,352-91.6% | $143,788-90.3% | $134,509-89.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.12% | 0.47%-23.6pp | -0.03%-23.1pp | 418.13%-441.3pp |
| Employer contribution / active EE | $2,744 | $5,620-51.2% | $4,952-44.6% | $4,741-42.1% |
| Participant deferral / active EE | $4,860 | $6,447-24.6% | $5,638-13.8% | $6,400-24.1% |
| Admin fee / account holder | $785 | $18,091-95.7% | $14,675-94.7% | $11,427-93.1% |