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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 | $10,900 | $158,852-93.1% | $121,220-91.0% | $135,380-91.9% |
| Participation rate | 76.9% | 79.3%-2.4pp | 71.8%+5.2pp | 82.6%-5.7pp |
| Annual return | -12.81% | -0.64%-12.2pp | 16.94%-29.8pp | 519.81%-532.6pp |
| Employer contribution / active EE | $688 | $5,666-87.9% | $4,023-82.9% | $4,779-85.6% |
| Participant deferral / active EE | $2,627 | $4,006-34.4% | $3,345-21.5% | $5,609-53.2% |
| Admin fee / account holder | $2,020 | $6,515-69.0% | $5,021-59.8% | $10,828-81.3% |