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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 | $14,225 | $167,362-91.5% | $143,799-90.1% | $134,532-89.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -20.69% | 0.47%-21.2pp | -0.04%-20.6pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,484 | $5,620-73.6% | $4,952-70.0% | $4,741-68.7% |
| Participant deferral / active EE | $4,054 | $6,447-37.1% | $5,638-28.1% | $6,401-36.7% |
| Admin fee / account holder | $427 | $18,094-97.6% | $14,677-97.1% | $11,429-96.3% |