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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 | $8,917 | $154,228-94.2% | $145,433-93.9% | $137,256-93.5% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | -18.23% | 74.59%-92.8pp | 66.58%-84.8pp | 220.34%-238.6pp |
| Employer contribution / active EE | $922 | $4,804-80.8% | $4,554-79.8% | $4,156-77.8% |
| Participant deferral / active EE | $3,005 | $8,216-63.4% | $7,897-61.9% | $6,407-53.1% |
| Admin fee / account holder | $4,450 | $14,344-69.0% | $13,129-66.1% | $12,270-63.7% |