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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 | $8,221 | $110,307-92.5% | $96,576-91.5% | $139,456-94.1% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.6pp | 80.3%+4.3pp |
| Annual return | -11.31% | 26.40%-37.7pp | 25.87%-37.2pp | 373.45%-384.8pp |
| Employer contribution / active EE | $993 | $3,619-72.6% | $2,965-66.5% | $4,753-79.1% |
| Participant deferral / active EE | $3,261 | $5,547-41.2% | $4,851-32.8% | $6,711-51.4% |
| Admin fee / account holder | $1,378 | $11,597-88.1% | $8,253-83.3% | $11,407-87.9% |