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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 | $9,044 | $42,383-78.7% | $76,518-88.2% | $64,173-85.9% |
| Participation rate | 72.4% | 58.1%+14.3pp | 68.0%+4.4pp | 69.6%+2.8pp |
| Annual return | -10.86% | -16.54%+5.7pp | -0.27%-10.6pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,218 | $1,563-22.1% | $2,647-54.0% | $2,381-48.8% |
| Participant deferral / active EE | $2,389 | $2,566-6.9% | $3,836-37.7% | $3,470-31.1% |
| Admin fee / account holder | $821 | $3,198-74.3% | $4,849-83.1% | $4,887-83.2% |