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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 | $11,275 | $134,001-91.6% | $112,258-90.0% | $134,509-91.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -23.34% | 47.15%-70.5pp | 27.47%-50.8pp | 418.13%-441.5pp |
| Employer contribution / active EE | $1,913 | $4,039-52.6% | $3,636-47.4% | $4,741-59.6% |
| Participant deferral / active EE | $2,664 | $5,291-49.7% | $4,728-43.7% | $6,400-58.4% |
| Admin fee / account holder | $1,508 | $7,491-79.9% | $6,411-76.5% | $11,427-86.8% |