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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 | $11,016 | $211,946-94.8% | $169,452-93.5% | $135,382-91.9% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -13.10% | 3.26%-16.4pp | 1.83%-14.9pp | 519.77%-532.9pp |
| Employer contribution / active EE | $935 | $5,117-81.7% | $4,157-77.5% | $4,779-80.4% |
| Participant deferral / active EE | $4,029 | $6,075-33.7% | $5,277-23.7% | $5,609-28.2% |
| Admin fee / account holder | $936 | $11,472-91.8% | $9,110-89.7% | $10,829-91.4% |