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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 | $23,187 | $145,431-84.1% | $211,142-89.0% | $87,485-73.5% |
| Participation rate | 70.4% | 84.7%-14.4pp | 87.3%-16.9pp | 68.9%+1.4pp |
| Annual return | -3.43% | 27.21%-30.6pp | 46.84%-50.3pp | 26.06%-29.5pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,638 | $6,859-3.2% | $9,284-28.5% | $4,274+55.3% |
| Admin fee / account holder | $1,655 | $17,052-90.3% | $19,076-91.3% | $7,775-78.7% |