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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 | $7,775 | $99,032-92.1% | $80,022-90.3% | $135,382-94.3% |
| Participation rate | 95.8% | 78.4%+17.5pp | 75.8%+20.0pp | 82.6%+13.2pp |
| Annual return | -9.15% | 15.39%-24.5pp | 11.22%-20.4pp | 519.77%-528.9pp |
| Employer contribution / active EE | $1,114 | $3,043-63.4% | $2,468-54.9% | $4,779-76.7% |
| Participant deferral / active EE | $1,794 | $4,282-58.1% | $3,686-51.3% | $5,609-68.0% |
| Admin fee / account holder | $698 | $10,436-93.3% | $6,521-89.3% | $10,829-93.6% |