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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 | $6,276 | $64,719-90.3% | $112,249-94.4% | $68,486-90.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -38.56% | -11.40%-27.2pp | 27.48%-66.0pp | -7.85%-30.7pp |
| Employer contribution / active EE | $2,961 | $2,747+7.8% | $3,636-18.6% | $2,597+14.0% |
| Participant deferral / active EE | $2,898 | $3,565-18.7% | $4,729-38.7% | $4,028-28.0% |
| Admin fee / account holder | $750 | $5,232-85.7% | $6,412-88.3% | $5,404-86.1% |