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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 | $5,816 | $52,678-89.0% | $75,784-92.3% | $59,633-90.2% |
| Participation rate | 88.5% | 67.2%+21.2pp | 75.8%+12.6pp | 68.7%+19.8pp |
| Annual return | -5.45% | 2.95%-8.4pp | 9.68%-15.1pp | 2041.40%-2046.9pp |
| Employer contribution / active EE | $961 | $2,193-56.2% | $3,323-71.1% | $2,203-56.4% |
| Participant deferral / active EE | $2,587 | $2,591-0.1% | $3,652-29.2% | $3,192-18.9% |
| Admin fee / account holder | $1,097 | $3,610-69.6% | $5,300-79.3% | $4,297-74.5% |