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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 | $10,078 | $72,177-86.0% | $115,038-91.2% | $59,633-83.1% |
| Participation rate | 89.5% | 72.6%+16.9pp | 81.4%+8.1pp | 68.7%+20.8pp |
| Annual return | -10.62% | 12.02%-22.6pp | 26.14%-36.8pp | 2041.45%-2052.1pp |
| Employer contribution / active EE | $2,833 | $2,841-0.3% | $4,608-38.5% | $2,203+28.6% |
| Participant deferral / active EE | $6,280 | $4,783+31.3% | $6,026+4.2% | $3,192+96.8% |
| Admin fee / account holder | $907 | $4,927-81.6% | $8,175-88.9% | $4,297-78.9% |