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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 | $15,423 | $77,817-80.2% | $123,553-87.5% | $64,173-76.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.24% | 12.49%-20.7pp | 119.21%-127.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,512 | $3,014-49.8% | $4,628-67.3% | $2,381-36.5% |
| Participant deferral / active EE | $2,229 | $5,240-57.5% | $6,426-65.3% | $3,470-35.8% |
| Admin fee / account holder | $1,781 | $5,519-67.7% | $9,284-80.8% | $4,887-63.6% |