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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 | $10,907 | $49,280-77.9% | $67,313-83.8% | $64,173-83.0% |
| Participation rate | 79.3% | 60.8%+18.5pp | 69.1%+10.2pp | 69.6%+9.7pp |
| Annual return | -10.41% | -1.39%-9.0pp | -4.08%-6.3pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,335 | $1,668-20.0% | $2,566-48.0% | $2,381-43.9% |
| Participant deferral / active EE | $3,030 | $2,484+22.0% | $3,568-15.1% | $3,470-12.7% |
| Admin fee / account holder | $545 | $3,863-85.9% | $4,507-87.9% | $4,887-88.8% |