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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 | $9,278 | $62,583-85.2% | $76,767-87.9% | $64,173-85.5% |
| Participation rate | 97.6% | 72.8%+24.7pp | 77.0%+20.6pp | 69.6%+28.0pp |
| Annual return | -8.63% | -1.95%-6.7pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,255 | $1,832-31.5% | $2,485-49.5% | $2,381-47.3% |
| Participant deferral / active EE | $2,563 | $3,145-18.5% | $3,852-33.5% | $3,470-26.1% |
| Admin fee / account holder | $972 | $4,667-79.2% | $6,675-85.4% | $4,887-80.1% |