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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 | $13,942 | $77,816-82.1% | $123,552-88.7% | $64,173-78.3% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | -8.79% | 12.49%-21.3pp | 119.20%-128.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,146 | $3,014-28.8% | $4,628-53.6% | $2,381-9.9% |
| Participant deferral / active EE | $3,925 | $5,240-25.1% | $6,426-38.9% | $3,470+13.1% |
| Admin fee / account holder | $2,410 | $5,519-56.3% | $9,285-74.0% | $4,887-50.7% |