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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 | $21,514 | $73,009-70.5% | $90,760-76.3% | $68,486-68.6% |
| Participation rate | 80.0% | 70.8%+9.2pp | 75.7%+4.3pp | 67.9%+12.1pp |
| Annual return | -19.04% | -13.81%-5.2pp | -12.16%-6.9pp | -7.85%-11.2pp |
| Employer contribution / active EE | $4,736 | $2,193+116.0% | $2,922+62.1% | $2,597+82.4% |
| Participant deferral / active EE | $3,433 | $3,626-5.3% | $4,565-24.8% | $4,028-14.8% |
| Admin fee / account holder | $727 | $5,896-87.7% | $8,444-91.4% | $5,404-86.5% |