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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 | $10,302 | $167,362-93.8% | $143,799-92.8% | $134,532-92.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -23.71% | 0.47%-24.2pp | -0.04%-23.7pp | 418.27%-442.0pp |
| Employer contribution / active EE | $2,441 | $5,620-56.6% | $4,952-50.7% | $4,741-48.5% |
| Participant deferral / active EE | $5,088 | $6,447-21.1% | $5,638-9.8% | $6,401-20.5% |
| Admin fee / account holder | $396 | $18,094-97.8% | $14,677-97.3% | $11,429-96.5% |