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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 | $8,773 | $71,878-87.8% | $86,698-89.9% | $68,486-87.2% |
| Participation rate | 86.8% | 72.2%+14.6pp | 76.6%+10.3pp | 67.9%+18.9pp |
| Annual return | -20.73% | 3.53%-24.3pp | 35.95%-56.7pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,526 | $2,173-29.8% | $2,837-46.2% | $2,597-41.2% |
| Participant deferral / active EE | $2,831 | $3,779-25.1% | $4,656-39.2% | $4,028-29.7% |
| Admin fee / account holder | $427 | $6,113-93.0% | $7,493-94.3% | $5,404-92.1% |