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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 | $9,752 | $127,387-92.3% | $115,038-91.5% | $125,389-92.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.89% | 31.28%-41.2pp | 26.14%-36.0pp | 282.24%-292.1pp |
| Employer contribution / active EE | $2,999 | $5,166-41.9% | $4,608-34.9% | $4,866-38.4% |
| Participant deferral / active EE | $6,721 | $6,423+4.6% | $6,026+11.5% | $5,352+25.6% |
| Admin fee / account holder | $1,092 | $9,516-88.5% | $8,175-86.6% | $9,541-88.6% |