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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 | $13,714 | $77,816-82.4% | $123,552-88.9% | $64,173-78.6% |
| Participation rate | 73.1% | 74.7%-1.6pp | 82.3%-9.2pp | 69.6%+3.5pp |
| Annual return | -25.81% | 12.49%-38.3pp | 119.20%-145.0pp | 7.63%-33.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,740 | $5,240-28.6% | $6,426-41.8% | $3,470+7.8% |
| Admin fee / account holder | $1,920 | $5,519-65.2% | $9,285-79.3% | $4,887-60.7% |