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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 | $4,276 | $53,162-92.0% | $91,225-95.3% | $68,486-93.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -20.99% | -3.14%-17.9pp | 114.12%-135.1pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,654 | $1,709-3.2% | $2,851-42.0% | $2,597-36.3% |
| Participant deferral / active EE | $2,647 | $2,974-11.0% | $4,233-37.5% | $4,028-34.3% |
| Admin fee / account holder | $949 | $4,493-78.9% | $5,422-82.5% | $5,404-82.4% |