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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 | $10,605 | $77,816-86.4% | $123,552-91.4% | $64,173-83.5% |
| Participation rate | 78.4% | 74.7%+3.7pp | 82.3%-3.9pp | 69.6%+8.8pp |
| Annual return | -17.18% | 12.49%-29.7pp | 119.20%-136.4pp | 7.63%-24.8pp |
| Employer contribution / active EE | $1,923 | $3,014-36.2% | $4,628-58.4% | $2,381-19.2% |
| Participant deferral / active EE | $4,824 | $5,240-7.9% | $6,426-24.9% | $3,470+39.0% |
| Admin fee / account holder | $505 | $5,519-90.9% | $9,285-94.6% | $4,887-89.7% |