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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 | $8,049 | $53,596-85.0% | $90,657-91.1% | $64,173-87.5% |
| Participation rate | 94.9% | 64.5%+30.4pp | 74.0%+20.9pp | 69.6%+25.4pp |
| Annual return | -13.28% | 4.41%-17.7pp | 1.89%-15.2pp | 7.63%-20.9pp |
| Employer contribution / active EE | $1,302 | $1,503-13.4% | $2,532-48.6% | $2,381-45.3% |
| Participant deferral / active EE | $2,395 | $2,459-2.6% | $3,424-30.1% | $3,470-31.0% |
| Admin fee / account holder | $533 | $3,868-86.2% | $4,994-89.3% | $4,887-89.1% |