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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 | $17,722 | $77,816-77.2% | $123,552-85.7% | $64,173-72.4% |
| Participation rate | 92.1% | 74.7%+17.4pp | 82.3%+9.8pp | 69.6%+22.5pp |
| Annual return | -8.59% | 12.49%-21.1pp | 119.20%-127.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,039 | $3,014-65.5% | $4,628-77.6% | $2,381-56.4% |
| Participant deferral / active EE | $3,551 | $5,240-32.2% | $6,426-44.7% | $3,470+2.3% |
| Admin fee / account holder | $785 | $5,519-85.8% | $9,285-91.5% | $4,887-83.9% |