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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 | $8,067 | $100,805-92.0% | $86,698-90.7% | $134,532-94.0% |
| Participation rate | 81.8% | 79.0%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -20.35% | 29.09%-49.4pp | 35.95%-56.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $991 | $3,490-71.6% | $2,837-65.1% | $4,741-79.1% |
| Participant deferral / active EE | $3,023 | $5,339-43.4% | $4,656-35.1% | $6,401-52.8% |
| Admin fee / account holder | $1,500 | $10,925-86.3% | $7,493-80.0% | $11,429-86.9% |