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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 | $5,410 | $58,627-90.8% | $76,735-92.9% | $82,448-93.4% |
| Participation rate | 94.7% | 63.2%+31.5pp | 69.5%+25.2pp | 68.1%+26.7pp |
| Annual return | -7.63% | 39.10%-46.7pp | 29.77%-37.4pp | 41.64%-49.3pp |
| Employer contribution / active EE | $429 | $1,729-75.2% | $2,454-82.5% | $2,551-83.2% |
| Participant deferral / active EE | $3,113 | $3,134-0.7% | $4,088-23.9% | $4,139-24.8% |
| Admin fee / account holder | $1,232 | $5,323-76.9% | $7,189-82.9% | $7,234-83.0% |