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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 | $8,235 | $46,697-82.4% | $117,529-93.0% | $68,490-88.0% |
| Participation rate | 97.9% | 56.8%+41.1pp | 70.6%+27.3pp | 67.9%+30.0pp |
| Annual return | -20.75% | -14.52%-6.2pp | 29.77%-50.5pp | -7.85%-12.9pp |
| Employer contribution / active EE | $2,855 | $1,506+89.6% | $4,179-31.7% | $2,597+9.9% |
| Participant deferral / active EE | $2,794 | $2,637+5.9% | $4,072-31.4% | $4,028-30.6% |
| Admin fee / account holder | $833 | $4,023-79.3% | $5,645-85.3% | $5,403-84.6% |