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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 | $16,213 | $167,352-90.3% | $143,788-88.7% | $134,509-87.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.60% | 0.47%-21.1pp | -0.03%-20.6pp | 418.13%-438.7pp |
| Employer contribution / active EE | $1,312 | $5,620-76.7% | $4,952-73.5% | $4,741-72.3% |
| Participant deferral / active EE | $3,442 | $6,447-46.6% | $5,638-38.9% | $6,400-46.2% |
| Admin fee / account holder | $1,298 | $18,091-92.8% | $14,675-91.2% | $11,427-88.6% |