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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 | $11,852 | $167,362-92.9% | $143,799-91.8% | $134,532-91.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.20% | 0.47%-20.7pp | -0.04%-20.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $2,255 | $5,620-59.9% | $4,952-54.5% | $4,741-52.4% |
| Participant deferral / active EE | $5,949 | $6,447-7.7% | $5,638+5.5% | $6,401-7.1% |
| Admin fee / account holder | $317 | $18,094-98.2% | $14,677-97.8% | $11,429-97.2% |