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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 | $5,410 | $59,819-91.0% | $79,583-93.2% | $68,490-92.1% |
| Participation rate | 97.4% | 61.1%+36.4pp | 69.5%+27.9pp | 67.9%+29.5pp |
| Annual return | -22.36% | -12.30%-10.1pp | 0.16%-22.5pp | -7.85%-14.5pp |
| Employer contribution / active EE | $1,646 | $1,505+9.4% | $2,414-31.8% | $2,597-36.6% |
| Participant deferral / active EE | $2,897 | $3,025-4.2% | $3,986-27.3% | $4,028-28.1% |
| Admin fee / account holder | $305 | $4,835-93.7% | $6,835-95.5% | $5,403-94.4% |