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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 | $17,512 | $59,332-70.5% | $90,223-80.6% | $59,633-70.6% |
| Participation rate | 91.5% | 71.9%+19.6pp | 79.0%+12.4pp | 68.7%+22.8pp |
| Annual return | -7.64% | 3.25%-10.9pp | 1.31%-8.9pp | 2041.45%-2049.1pp |
| Employer contribution / active EE | $3,953 | $3,031+30.4% | $4,378-9.7% | $2,203+79.5% |
| Participant deferral / active EE | $3,830 | $4,369-12.3% | $5,792-33.9% | $3,192+20.0% |
| Admin fee / account holder | $1,801 | $5,032-64.2% | $7,406-75.7% | $4,297-58.1% |