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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 | $9,006 | $73,839-87.8% | $143,788-93.7% | $68,495-86.9% |
| Participation rate | 98.1% | 66.7%+31.5pp | 80.3%+17.8pp | 67.9%+30.2pp |
| Annual return | -20.67% | 1.01%-21.7pp | -0.03%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,468 | $3,184-22.5% | $4,952-50.2% | $2,596-5.0% |
| Participant deferral / active EE | $1,797 | $3,384-46.9% | $5,638-68.1% | $4,028-55.4% |
| Admin fee / account holder | $633 | $5,755-89.0% | $14,675-95.7% | $5,403-88.3% |