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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 | $15,866 | $67,411-76.5% | $91,004-82.6% | $70,126-77.4% |
| Participation rate | 81.5% | 71.4%+10.1pp | 75.6%+5.9pp | 69.5%+11.9pp |
| Annual return | 11.65% | -40.16%+51.8pp | 4.60%+7.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $1,052 | $1,786-41.1% | $2,456-57.2% | $2,343-55.1% |
| Participant deferral / active EE | $1,229 | $2,823-56.5% | $3,548-65.4% | $3,332-63.1% |
| Admin fee / account holder | $1,115 | $4,236-73.7% | $5,417-79.4% | $4,645-76.0% |