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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 | $5,548 | $54,726-89.9% | $68,793-91.9% | $64,181-91.4% |
| Participation rate | 71.4% | 68.0%+3.4pp | 72.2%-0.8pp | 69.6%+1.9pp |
| Annual return | -9.96% | -1.62%-8.3pp | -4.63%-5.3pp | 7.63%-17.6pp |
| Employer contribution / active EE | $614 | $1,846-66.7% | $2,625-76.6% | $2,381-74.2% |
| Participant deferral / active EE | $1,320 | $2,626-49.7% | $3,311-60.1% | $3,470-62.0% |
| Admin fee / account holder | $903 | $4,027-77.6% | $5,131-82.4% | $4,887-81.5% |