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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 | $12,376 | $71,873-82.8% | $86,698-85.7% | $68,490-81.9% |
| Participation rate | 90.7% | 72.2%+18.4pp | 76.6%+14.1pp | 67.9%+22.8pp |
| Annual return | -20.62% | 3.54%-24.2pp | 35.96%-56.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $2,010 | $2,173-7.5% | $2,837-29.1% | $2,597-22.6% |
| Participant deferral / active EE | $3,007 | $3,779-20.4% | $4,656-35.4% | $4,028-25.3% |
| Admin fee / account holder | $829 | $6,110-86.4% | $7,492-88.9% | $5,403-84.7% |