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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 | $28,694 | $82,032-65.0% | $123,106-76.7% | $59,632-51.9% |
| Participation rate | 85.2% | 83.2%+2.0pp | 86.8%-1.6pp | 68.7%+16.5pp |
| Annual return | -2.80% | 5.12%-7.9pp | 13.22%-16.0pp | 2041.32%-2044.1pp |
| Employer contribution / active EE | $3,131 | $3,297-5.0% | $5,151-39.2% | $2,203+42.2% |
| Participant deferral / active EE | $2,265 | $4,667-51.5% | $6,229-63.6% | $3,192-29.0% |
| Admin fee / account holder | $1,009 | $5,881-82.8% | $9,015-88.8% | $4,297-76.5% |