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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 | $25,258 | $67,411-62.5% | $91,004-72.2% | $70,126-64.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 9.02% | -40.16%+49.2pp | 4.60%+4.4pp | 73.15%-64.1pp |
| Employer contribution / active EE | $3,392 | $1,786+89.9% | $2,456+38.1% | $2,343+44.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,429 | $4,236-42.7% | $5,417-55.2% | $4,645-47.7% |