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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 | $16,608 | $100,805-83.5% | $86,698-80.8% | $134,532-87.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.37% | 29.09%-49.5pp | 35.95%-56.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $2,123 | $3,490-39.2% | $2,837-25.2% | $4,741-55.2% |
| Participant deferral / active EE | $6,423 | $5,339+20.3% | $4,656+37.9% | $6,401+0.3% |
| Admin fee / account holder | $551 | $10,925-95.0% | $7,493-92.7% | $11,429-95.2% |