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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 | $11,581 | $133,983-91.4% | $112,244-89.7% | $134,493-91.4% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -21.44% | 47.13%-68.6pp | 27.46%-48.9pp | 418.01%-439.5pp |
| Employer contribution / active EE | $1,038 | $4,039-74.3% | $3,635-71.4% | $4,740-78.1% |
| Participant deferral / active EE | $4,147 | $5,291-21.6% | $4,728-12.3% | $6,400-35.2% |
| Admin fee / account holder | $1,978 | $7,490-73.6% | $6,411-69.1% | $11,425-82.7% |