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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 | $8,720 | $62,583-86.1% | $76,767-88.6% | $64,173-86.4% |
| Participation rate | 81.2% | 72.8%+8.3pp | 77.0%+4.2pp | 69.6%+11.6pp |
| Annual return | -11.37% | -1.95%-9.4pp | 2.43%-13.8pp | 7.63%-19.0pp |
| Employer contribution / active EE | $686 | $1,832-62.5% | $2,485-72.4% | $2,381-71.2% |
| Participant deferral / active EE | $2,055 | $3,145-34.7% | $3,852-46.6% | $3,470-40.8% |
| Admin fee / account holder | $387 | $4,667-91.7% | $6,675-94.2% | $4,887-92.1% |