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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 | $7,987 | $181,896-95.6% | $156,551-94.9% | $273,972-97.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.97% | 30.74%-31.7pp | 32.23%-33.2pp | 41.46%-42.4pp |
| Employer contribution / active EE | $2,552 | $6,248-59.2% | $5,501-53.6% | $4,869-47.6% |
| Participant deferral / active EE | $2,879 | $5,550-48.1% | $4,871-40.9% | $5,287-45.6% |
| Admin fee / account holder | $2,588 | $15,560-83.4% | $13,028-80.1% | $10,133-74.5% |