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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 | $6,434 | $59,834-89.2% | $79,576-91.9% | $68,495-90.6% |
| Participation rate | 80.8% | 61.1%+19.7pp | 69.5%+11.3pp | 67.9%+12.9pp |
| Annual return | -29.29% | -12.30%-17.0pp | 0.15%-29.4pp | -7.84%-21.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,658 | $3,024+54.0% | $3,985+16.9% | $4,028+15.7% |
| Admin fee / account holder | $421 | $4,835-91.3% | $6,834-93.8% | $5,403-92.2% |