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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 | $149,446-84.5% | $256,809-91.0% | $94,015-75.3% |
| Participation rate | 70.4% | 85.3%-14.9pp | 88.5%-18.2pp | 70.8%-0.5pp |
| Annual return | -3.43% | 17.55%-21.0pp | 32.73%-36.2pp | 17.84%-21.3pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,638 | $6,491+2.3% | $9,520-30.3% | $4,249+56.2% |
| Admin fee / account holder | $1,655 | $24,035-93.1% | $25,146-93.4% | $8,951-81.5% |