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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 | $14,680 | $100,811-85.4% | $86,698-83.1% | $134,545-89.1% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -20.61% | 29.11%-49.7pp | 35.96%-56.6pp | 418.37%-439.0pp |
| Employer contribution / active EE | $1,905 | $3,490-45.4% | $2,837-32.8% | $4,742-59.8% |
| Participant deferral / active EE | $3,335 | $5,339-37.5% | $4,656-28.4% | $6,401-47.9% |
| Admin fee / account holder | $2,648 | $10,926-75.8% | $7,492-64.7% | $11,431-76.8% |