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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 | $7,179 | $162,812-95.6% | $133,971-94.6% | $158,966-95.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -38.14% | 41.94%-80.1pp | 45.09%-83.2pp | 302.95%-341.1pp |
| Employer contribution / active EE | $2,022 | $4,976-59.4% | $3,919-48.4% | $4,762-57.5% |
| Participant deferral / active EE | $6,441 | $5,910+9.0% | $5,047+27.6% | $5,983+7.7% |
| Admin fee / account holder | $2,905 | $11,741-75.3% | $8,929-67.5% | $11,250-74.2% |