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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 | $11,919 | $142,361-91.6% | $119,608-90.0% | $134,509-91.1% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -28.73% | -12.46%-16.3pp | -14.98%-13.7pp | 418.13%-446.9pp |
| Employer contribution / active EE | $2,888 | $5,224-44.7% | $4,232-31.8% | $4,741-39.1% |
| Participant deferral / active EE | $5,031 | $6,468-22.2% | $5,601-10.2% | $6,400-21.4% |
| Admin fee / account holder | $545 | $13,588-96.0% | $10,326-94.7% | $11,427-95.2% |