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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 | $10,644 | $54,162-80.3% | $68,612-84.5% | $64,173-83.4% |
| Participation rate | 83.9% | 68.1%+15.9pp | 72.2%+11.7pp | 69.6%+14.4pp |
| Annual return | -8.13% | -1.62%-6.5pp | -4.63%-3.5pp | 7.63%-15.8pp |
| Employer contribution / active EE | $3,718 | $1,846+101.4% | $2,625+41.6% | $2,381+56.2% |
| Participant deferral / active EE | $7,154 | $2,626+172.4% | $3,311+116.1% | $3,470+106.2% |
| Admin fee / account holder | $2,169 | $4,029-46.2% | $5,131-57.7% | $4,887-55.6% |