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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 | $6,268 | $42,383-85.2% | $76,518-91.8% | $64,173-90.2% |
| Participation rate | 85.7% | 58.1%+27.6pp | 68.0%+17.7pp | 69.6%+16.1pp |
| Annual return | -11.58% | -16.54%+5.0pp | -0.27%-11.3pp | 7.63%-19.2pp |
| Employer contribution / active EE | $975 | $1,563-37.6% | $2,647-63.2% | $2,381-59.1% |
| Participant deferral / active EE | $1,061 | $2,566-58.6% | $3,836-72.3% | $3,470-69.4% |
| Admin fee / account holder | $445 | $3,198-86.1% | $4,849-90.8% | $4,887-90.9% |