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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 | $11,975 | $71,197-83.2% | $93,669-87.2% | $80,925-85.2% |
| Participation rate | 85.1% | 60.4%+24.7pp | 68.7%+16.4pp | 67.7%+17.4pp |
| Annual return | -1.48% | 11.27%-12.7pp | 133.59%-135.1pp | 35.65%-37.1pp |
| Employer contribution / active EE | $1,818 | $1,565+16.2% | $2,424-25.0% | $2,756-34.1% |
| Participant deferral / active EE | $3,826 | $4,036-5.2% | $4,416-13.3% | $4,299-11.0% |
| Admin fee / account holder | $2,991 | $6,959-57.0% | $8,291-63.9% | $6,940-56.9% |