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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 | $6,188 | $73,863-91.6% | $143,797-95.7% | $68,490-91.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.59% | 0.91%-20.5pp | -0.04%-19.6pp | -7.85%-11.7pp |
| Employer contribution / active EE | $3,075 | $3,185-3.4% | $4,952-37.9% | $2,597+18.4% |
| Participant deferral / active EE | $2,020 | $3,385-40.3% | $5,638-64.2% | $4,028-49.9% |
| Admin fee / account holder | $376 | $5,756-93.5% | $14,679-97.4% | $5,403-93.0% |