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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 | $8,722 | $62,583-86.1% | $76,767-88.6% | $64,173-86.4% |
| Participation rate | 77.4% | 72.8%+4.6pp | 77.0%+0.5pp | 69.6%+7.8pp |
| Annual return | -12.38% | -1.95%-10.4pp | 2.43%-14.8pp | 7.63%-20.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,823 | $3,145-10.2% | $3,852-26.7% | $3,470-18.6% |
| Admin fee / account holder | $888 | $4,667-81.0% | $6,675-86.7% | $4,887-81.8% |