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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 | $19,710 | $77,816-74.7% | $123,552-84.0% | $64,173-69.3% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -11.97% | 12.49%-24.5pp | 119.20%-131.2pp | 7.63%-19.6pp |
| Employer contribution / active EE | $2,099 | $3,014-30.3% | $4,628-54.6% | $2,381-11.8% |
| Participant deferral / active EE | $5,142 | $5,240-1.9% | $6,426-20.0% | $3,470+48.2% |
| Admin fee / account holder | $581 | $5,519-89.5% | $9,285-93.7% | $4,887-88.1% |