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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 | $7,799 | $49,280-84.2% | $67,313-88.4% | $64,173-87.8% |
| Participation rate | 77.5% | 60.8%+16.7pp | 69.1%+8.4pp | 69.6%+7.9pp |
| Annual return | -8.99% | -1.39%-7.6pp | -4.08%-4.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,159 | $1,668-30.6% | $2,566-54.8% | $2,381-51.3% |
| Participant deferral / active EE | $2,061 | $2,484-17.0% | $3,568-42.2% | $3,470-40.6% |
| Admin fee / account holder | $956 | $3,863-75.2% | $4,507-78.8% | $4,887-80.4% |