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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 | $14,515 | $72,177-79.9% | $115,038-87.4% | $59,633-75.7% |
| Participation rate | 72.0% | 72.6%-0.6pp | 81.4%-9.4pp | 68.7%+3.3pp |
| Annual return | -5.36% | 12.02%-17.4pp | 26.14%-31.5pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $2,832 | $2,841-0.3% | $4,608-38.5% | $2,203+28.6% |
| Participant deferral / active EE | $6,438 | $4,783+34.6% | $6,026+6.8% | $3,192+101.7% |
| Admin fee / account holder | $835 | $4,927-83.0% | $8,175-89.8% | $4,297-80.6% |