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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 | $11,031 | $73,009-84.9% | $90,756-87.8% | $68,495-83.9% |
| Participation rate | 96.4% | 70.8%+25.6pp | 75.7%+20.7pp | 67.9%+28.5pp |
| Annual return | -28.51% | -13.81%-14.7pp | -12.16%-16.3pp | -7.84%-20.7pp |
| Employer contribution / active EE | $2,911 | $2,193+32.8% | $2,922-0.4% | $2,596+12.1% |
| Participant deferral / active EE | $5,457 | $3,626+50.5% | $4,565+19.5% | $4,028+35.5% |
| Admin fee / account holder | $405 | $5,896-93.1% | $8,445-95.2% | $5,403-92.5% |