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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 | $9,809 | $71,878-86.4% | $86,698-88.7% | $68,486-85.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -20.51% | 3.53%-24.0pp | 35.95%-56.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,286 | $2,173-40.8% | $2,837-54.6% | $2,597-50.5% |
| Participant deferral / active EE | $2,778 | $3,779-26.5% | $4,656-40.3% | $4,028-31.0% |
| Admin fee / account holder | $537 | $6,113-91.2% | $7,493-92.8% | $5,404-90.1% |