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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 | $10,640 | $77,817-86.3% | $123,553-91.4% | $64,173-83.4% |
| Participation rate | 76.3% | 74.7%+1.6pp | 82.3%-6.0pp | 69.6%+6.7pp |
| Annual return | -10.26% | 12.49%-22.8pp | 119.21%-129.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $600 | $3,014-80.1% | $4,628-87.0% | $2,381-74.8% |
| Participant deferral / active EE | $2,973 | $5,240-43.3% | $6,426-53.7% | $3,470-14.3% |
| Admin fee / account holder | $1,482 | $5,519-73.1% | $9,284-84.0% | $4,887-69.7% |