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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 | $10,707 | $133,981-92.0% | $112,249-90.5% | $134,532-92.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -22.74% | 47.16%-69.9pp | 27.48%-50.2pp | 418.27%-441.0pp |
| Employer contribution / active EE | $2,354 | $4,040-41.7% | $3,636-35.3% | $4,741-50.3% |
| Participant deferral / active EE | $3,827 | $5,292-27.7% | $4,729-19.1% | $6,401-40.2% |
| Admin fee / account holder | $1,195 | $7,492-84.0% | $6,412-81.4% | $11,429-89.5% |