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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 | $22,024 | $118,708-81.4% | $98,920-77.7% | $158,966-86.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -0.67% | 372.49%-373.2pp | 196.47%-197.1pp | 302.95%-303.6pp |
| Employer contribution / active EE | $6,941 | $3,334+108.2% | $2,689+158.1% | $4,762+45.7% |
| Participant deferral / active EE | $10,168 | $5,089+99.8% | $4,245+139.5% | $5,983+69.9% |
| Admin fee / account holder | $5,249 | $10,134-48.2% | $6,643-21.0% | $11,250-53.3% |