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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 | $14,772 | $64,719-77.2% | $112,249-86.8% | $68,486-78.4% |
| Participation rate | 97.1% | 67.2%+29.9pp | 75.1%+22.0pp | 67.9%+29.2pp |
| Annual return | -21.42% | -11.40%-10.0pp | 27.48%-48.9pp | -7.85%-13.6pp |
| Employer contribution / active EE | $2,863 | $2,747+4.2% | $3,636-21.3% | $2,597+10.3% |
| Participant deferral / active EE | $4,434 | $3,565+24.4% | $4,729-6.2% | $4,028+10.1% |
| Admin fee / account holder | $1,800 | $5,232-65.6% | $6,412-71.9% | $5,404-66.7% |