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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 | $9,053 | $81,870-88.9% | $119,634-92.4% | $68,490-86.8% |
| Participation rate | 75.7% | 71.9%+3.8pp | 79.3%-3.6pp | 67.9%+7.8pp |
| Annual return | -19.61% | -23.82%+4.2pp | -14.98%-4.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,866 | $4,148+17.3% | $5,601-13.1% | $4,028+20.8% |
| Admin fee / account holder | $451 | $6,583-93.2% | $10,329-95.6% | $5,403-91.7% |