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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 | $8,546 | $69,977-87.8% | $108,582-92.1% | $62,881-86.4% |
| Participation rate | 78.4% | 72.9%+5.5pp | 79.6%-1.2pp | 69.3%+9.1pp |
| Annual return | 0.57% | 10.73%-10.2pp | -51.70%+52.3pp | 20.14%-19.6pp |
| Employer contribution / active EE | $2,124 | $2,135-0.5% | $3,758-43.5% | $2,281-6.9% |
| Participant deferral / active EE | $4,075 | $3,165+28.8% | $4,311-5.5% | $3,203+27.2% |
| Admin fee / account holder | $916 | $5,076-82.0% | $7,645-88.0% | $4,296-78.7% |