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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 | $15,742 | $142,361-88.9% | $119,608-86.8% | $134,509-88.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.48% | -12.46%-9.0pp | -14.98%-6.5pp | 418.13%-439.6pp |
| Employer contribution / active EE | $3,946 | $5,224-24.5% | $4,232-6.8% | $4,741-16.8% |
| Participant deferral / active EE | $4,067 | $6,468-37.1% | $5,601-27.4% | $6,400-36.5% |
| Admin fee / account holder | $12,764 | $13,588-6.1% | $10,326+23.6% | $11,427+11.7% |