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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 | $10,641 | $72,177-85.3% | $115,038-90.7% | $59,633-82.2% |
| Participation rate | 78.3% | 72.6%+5.7pp | 81.4%-3.1pp | 68.7%+9.6pp |
| Annual return | -5.35% | 12.02%-17.4pp | 26.14%-31.5pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,719 | $4,783+40.5% | $6,026+11.5% | $3,192+110.5% |
| Admin fee / account holder | $502 | $4,927-89.8% | $8,175-93.9% | $4,297-88.3% |