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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 | $5,304 | $167,533-96.8% | $151,645-96.5% | $134,545-96.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -37.90% | 7.81%-45.7pp | 3.34%-41.2pp | 418.37%-456.3pp |
| Employer contribution / active EE | $2,555 | $6,828-62.6% | $6,165-58.6% | $4,742-46.1% |
| Participant deferral / active EE | $3,523 | $8,985-60.8% | $8,363-57.9% | $6,401-45.0% |
| Admin fee / account holder | $359 | $13,781-97.4% | $11,614-96.9% | $11,431-96.9% |