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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 | $12,443 | $49,280-74.8% | $67,313-81.5% | $64,173-80.6% |
| Participation rate | 87.2% | 60.8%+26.4pp | 69.1%+18.1pp | 69.6%+17.6pp |
| Annual return | -13.25% | -1.39%-11.9pp | -4.08%-9.2pp | 7.63%-20.9pp |
| Employer contribution / active EE | $3,207 | $1,668+92.2% | $2,566+25.0% | $2,381+34.7% |
| Participant deferral / active EE | $1,948 | $2,484-21.6% | $3,568-45.4% | $3,470-43.9% |
| Admin fee / account holder | $446 | $3,863-88.5% | $4,507-90.1% | $4,887-90.9% |