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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 | $6,539 | $62,589-89.6% | $76,768-91.5% | $64,173-89.8% |
| Participation rate | 71.8% | 72.8%-1.0pp | 77.0%-5.2pp | 69.6%+2.2pp |
| Annual return | -24.27% | -1.95%-22.3pp | 2.43%-26.7pp | 7.63%-31.9pp |
| Employer contribution / active EE | $4,793 | $1,832+161.6% | $2,485+92.9% | $2,381+101.3% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $572 | $4,667-87.7% | $6,675-91.4% | $4,887-88.3% |