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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 | $23,073 | $167,522-86.2% | $151,639-84.8% | $134,532-82.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -24.62% | 7.81%-32.4pp | 3.34%-28.0pp | 418.27%-442.9pp |
| Employer contribution / active EE | $2,790 | $6,828-59.1% | $6,165-54.7% | $4,741-41.1% |
| Participant deferral / active EE | $9,629 | $8,986+7.2% | $8,363+15.1% | $6,401+50.4% |
| Admin fee / account holder | $817 | $13,780-94.1% | $11,613-93.0% | $11,429-92.8% |