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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 | $14,228 | $161,352-91.2% | $134,172-89.4% | $137,256-89.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | -29.47% | 28.72%-58.2pp | 25.30%-54.8pp | 220.34%-249.8pp |
| Employer contribution / active EE | $3,616 | $4,099-11.8% | $3,420+5.7% | $4,156-13.0% |
| Participant deferral / active EE | $3,616 | $5,552-34.9% | $4,690-22.9% | $6,407-43.6% |
| Admin fee / account holder | $4,398 | $15,028-70.7% | $12,016-63.4% | $12,270-64.2% |