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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 | $9,273 | $42,917-78.4% | $60,899-84.8% | $68,495-86.5% |
| Participation rate | 72.1% | 66.8%+5.3pp | 73.1%-1.0pp | 67.9%+4.2pp |
| Annual return | -20.28% | -13.99%-6.3pp | 16.92%-37.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,323 | $2,867+15.9% | $3,817-12.9% | $4,028-17.5% |
| Admin fee / account holder | $547 | $3,102-82.4% | $3,225-83.0% | $5,403-89.9% |