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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 | $9,706 | $110,337-91.2% | $102,383-90.5% | $145,877-93.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | -9.36% | 24.83%-34.2pp | 24.94%-34.3pp | 551.28%-560.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,234 | $5,621+28.7% | $5,060+43.0% | $6,691+8.1% |
| Admin fee / account holder | $2,051 | $9,750-79.0% | $8,391-75.6% | $13,402-84.7% |