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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 | $7,152 | $64,729-89.0% | $112,263-93.6% | $68,490-89.6% |
| Participation rate | 84.6% | 67.2%+17.5pp | 75.1%+9.6pp | 67.9%+16.7pp |
| Annual return | -22.43% | -11.40%-11.0pp | 27.49%-49.9pp | -7.85%-14.6pp |
| Employer contribution / active EE | $1,749 | $2,746-36.3% | $3,636-51.9% | $2,597-32.7% |
| Participant deferral / active EE | $3,491 | $3,566-2.1% | $4,729-26.2% | $4,028-13.3% |
| Admin fee / account holder | $1,004 | $5,222-80.8% | $6,410-84.3% | $5,403-81.4% |