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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 | $22,561 | $58,093-61.2% | $80,022-71.8% | $56,287-59.9% |
| Participation rate | 74.8% | 73.6%+1.2pp | 75.8%-1.0pp | 69.9%+5.0pp |
| Annual return | -9.01% | 34.63%-43.6pp | 11.22%-20.2pp | -9.96%+1.0pp |
| Employer contribution / active EE | $1,011 | $1,933-47.7% | $2,468-59.0% | $2,111-52.1% |
| Participant deferral / active EE | $2,234 | $3,136-28.8% | $3,686-39.4% | $3,350-33.3% |
| Admin fee / account holder | $1,067 | $623+71.3% | $6,521-83.6% | $521+104.7% |