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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 | $11,258 | $92,219-87.8% | $76,767-85.3% | $135,380-91.7% |
| Participation rate | 76.2% | 79.8%-3.6pp | 77.0%-0.8pp | 82.6%-6.5pp |
| Annual return | -12.52% | 5.46%-18.0pp | 2.43%-14.9pp | 519.81%-532.3pp |
| Employer contribution / active EE | $1,117 | $3,216-65.3% | $2,485-55.0% | $4,779-76.6% |
| Participant deferral / active EE | $3,772 | $4,508-16.3% | $3,852-2.1% | $5,609-32.8% |
| Admin fee / account holder | $1,415 | $10,749-86.8% | $6,675-78.8% | $10,828-86.9% |