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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 | $5,627 | $73,848-92.4% | $143,799-96.1% | $68,486-91.8% |
| Participation rate | 93.6% | 66.7%+27.0pp | 80.3%+13.3pp | 67.9%+25.7pp |
| Annual return | -20.59% | 0.91%-21.5pp | -0.04%-20.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $922 | $3,184-71.0% | $4,952-81.4% | $2,597-64.5% |
| Participant deferral / active EE | $1,963 | $3,385-42.0% | $5,638-65.2% | $4,028-51.3% |
| Admin fee / account holder | $755 | $5,755-86.9% | $14,677-94.9% | $5,404-86.0% |