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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 | $22,882 | $82,032-72.1% | $123,106-81.4% | $59,633-61.6% |
| Participation rate | 78.6% | 83.2%-4.6pp | 86.8%-8.2pp | 68.7%+9.9pp |
| Annual return | -3.64% | 5.12%-8.8pp | 13.22%-16.9pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,044 | $4,667-34.8% | $6,229-51.1% | $3,192-4.6% |
| Admin fee / account holder | $711 | $5,881-87.9% | $9,015-92.1% | $4,297-83.5% |