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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 | $13,813 | $127,387-89.2% | $115,038-88.0% | $125,389-89.0% |
| Participation rate | 76.9% | 84.2%-7.2pp | 81.4%-4.4pp | 83.2%-6.3pp |
| Annual return | -4.45% | 31.28%-35.7pp | 26.14%-30.6pp | 282.24%-286.7pp |
| Employer contribution / active EE | $1,246 | $5,166-75.9% | $4,608-73.0% | $4,866-74.4% |
| Participant deferral / active EE | $3,875 | $6,423-39.7% | $6,026-35.7% | $5,352-27.6% |
| Admin fee / account holder | $962 | $9,516-89.9% | $8,175-88.2% | $9,541-89.9% |