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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 | $10,134 | $52,678-80.8% | $75,784-86.6% | $59,633-83.0% |
| Participation rate | 98.6% | 67.2%+31.4pp | 75.8%+22.8pp | 68.7%+29.9pp |
| Annual return | -5.67% | 2.95%-8.6pp | 9.68%-15.3pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $2,202 | $2,193+0.4% | $3,323-33.8% | $2,2030% |
| Participant deferral / active EE | $3,905 | $2,591+50.7% | $3,652+6.9% | $3,192+22.4% |
| Admin fee / account holder | $1,277 | $3,610-64.6% | $5,300-75.9% | $4,297-70.3% |