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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 | $16,901 | $142,392-88.1% | $119,622-85.9% | $134,532-87.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.85% | -12.46%-9.4pp | -14.98%-6.9pp | 418.27%-440.1pp |
| Employer contribution / active EE | $2,363 | $5,224-54.8% | $4,232-44.2% | $4,741-50.2% |
| Participant deferral / active EE | $2,978 | $6,467-53.9% | $5,601-46.8% | $6,401-53.5% |
| Admin fee / account holder | $1,943 | $13,593-85.7% | $10,328-81.2% | $11,429-83.0% |