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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 | $11,039 | $54,162-79.6% | $68,612-83.9% | $64,173-82.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -10.09% | -1.62%-8.5pp | -4.63%-5.5pp | 7.63%-17.7pp |
| Employer contribution / active EE | $671 | $1,846-63.6% | $2,625-74.4% | $2,381-71.8% |
| Participant deferral / active EE | $1,659 | $2,626-36.8% | $3,311-49.9% | $3,470-52.2% |
| Admin fee / account holder | $497 | $4,029-87.7% | $5,131-90.3% | $4,887-89.8% |