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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 | $16,859 | $52,678-68.0% | $75,784-77.8% | $59,633-71.7% |
| Participation rate | 87.1% | 67.2%+19.9pp | 75.8%+11.3pp | 68.7%+18.4pp |
| Annual return | -3.84% | 2.95%-6.8pp | 9.68%-13.5pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $3,226 | $2,193+47.1% | $3,323-2.9% | $2,203+46.5% |
| Participant deferral / active EE | $2,499 | $2,591-3.5% | $3,652-31.6% | $3,192-21.7% |
| Admin fee / account holder | $323 | $3,610-91.1% | $5,300-93.9% | $4,297-92.5% |