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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 | $16,057 | $105,867-84.8% | $90,760-82.3% | $134,532-88.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -28.76% | -10.99%-17.8pp | -12.16%-16.6pp | 418.27%-447.0pp |
| Employer contribution / active EE | $4,536 | $3,464+31.0% | $2,922+55.3% | $4,741-4.3% |
| Participant deferral / active EE | $4,616 | $5,217-11.5% | $4,565+1.1% | $6,401-27.9% |
| Admin fee / account holder | $708 | $13,936-94.9% | $8,444-91.6% | $11,429-93.8% |