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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 | $16,400 | $61,660-73.4% | $80,022-79.5% | $64,181-74.4% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | -17.37% | -0.33%-17.0pp | 11.22%-28.6pp | 7.63%-25.0pp |
| Employer contribution / active EE | $8,665 | $1,810+378.6% | $2,468+251.1% | $2,381+264.0% |
| Participant deferral / active EE | $2,368 | $2,968-20.2% | $3,686-35.8% | $3,470-31.8% |
| Admin fee / account holder | $314 | $5,417-94.2% | $6,521-95.2% | $4,887-93.6% |