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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 | $18,600 | $69,977-73.4% | $108,582-82.9% | $62,881-70.4% |
| Participation rate | 78.8% | 72.9%+5.9pp | 79.6%-0.7pp | 69.3%+9.5pp |
| Annual return | 0.29% | 10.73%-10.4pp | -51.70%+52.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $1,321 | $2,135-38.1% | $3,758-64.8% | $2,281-42.1% |
| Participant deferral / active EE | $2,927 | $3,165-7.5% | $4,311-32.1% | $3,203-8.6% |
| Admin fee / account holder | $1,167 | $5,076-77.0% | $7,645-84.7% | $4,296-72.8% |