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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 | $4,172 | $64,719-93.6% | $112,249-96.3% | $68,486-93.9% |
| Participation rate | 96.2% | 67.2%+29.0pp | 75.1%+21.1pp | 67.9%+28.3pp |
| Annual return | -21.27% | -11.40%-9.9pp | 27.48%-48.7pp | -7.85%-13.4pp |
| Employer contribution / active EE | $1,681 | $2,747-38.8% | $3,636-53.8% | $2,597-35.3% |
| Participant deferral / active EE | $1,844 | $3,565-48.3% | $4,729-61.0% | $4,028-54.2% |
| Admin fee / account holder | $1,818 | $5,232-65.3% | $6,412-71.6% | $5,404-66.4% |