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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 | $14,610 | $91,536-84.0% | $130,062-88.8% | $75,177-80.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.84% | -631.62%+643.5pp | -137.37%+149.2pp | 160.75%-148.9pp |
| Employer contribution / active EE | $1,317 | $2,845-53.7% | $4,322-69.5% | $2,671-50.7% |
| Participant deferral / active EE | $2,356 | $4,343-45.8% | $5,821-59.5% | $4,126-42.9% |
| Admin fee / account holder | $618 | $6,780-90.9% | $10,601-94.2% | $5,651-89.1% |