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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 | $10,884 | $127,096-91.4% | $105,736-89.7% | $135,380-92.0% |
| Participation rate | 82.4% | 82.7%-0.3pp | 76.3%+6.0pp | 82.6%-0.3pp |
| Annual return | -10.17% | 4.49%-14.7pp | 6.27%-16.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $1,173 | $4,107-71.4% | $3,268-64.1% | $4,779-75.5% |
| Participant deferral / active EE | $2,752 | $5,064-45.7% | $4,080-32.5% | $5,609-50.9% |
| Admin fee / account holder | $1,219 | $9,087-86.6% | $6,913-82.4% | $10,828-88.7% |