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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 | $6,115 | $96,558-93.7% | $80,977-92.4% | $273,972-97.8% |
| Participation rate | 91.3% | 79.1%+12.2pp | 75.8%+15.5pp | 83.0%+8.3pp |
| Annual return | -10.42% | 15.14%-25.6pp | 17.11%-27.5pp | 41.46%-51.9pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,728 | $6,598-43.5% | $5,696-34.6% | $5,287-29.5% |
| Admin fee / account holder | $852 | $7,493-88.6% | $5,517-84.5% | $10,133-91.6% |