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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 | $10,595 | $105,867-90.0% | $90,760-88.3% | $134,532-92.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -32.95% | -10.99%-22.0pp | -12.16%-20.8pp | 418.27%-451.2pp |
| Employer contribution / active EE | $974 | $3,464-71.9% | $2,922-66.7% | $4,741-79.5% |
| Participant deferral / active EE | $6,947 | $5,217+33.2% | $4,565+52.2% | $6,401+8.5% |
| Admin fee / account holder | $891 | $13,936-93.6% | $8,444-89.5% | $11,429-92.2% |