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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 | $14,304 | $87,544-83.7% | $75,784-81.1% | $125,388-88.6% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -4.96% | 13.49%-18.4pp | 9.68%-14.6pp | 282.24%-287.2pp |
| Employer contribution / active EE | $3,000 | $3,930-23.7% | $3,323-9.7% | $4,866-38.4% |
| Participant deferral / active EE | $6,134 | $4,229+45.0% | $3,652+68.0% | $5,352+14.6% |
| Admin fee / account holder | $975 | $6,502-85.0% | $5,300-81.6% | $9,541-89.8% |