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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 | $14,005 | $77,817-82.0% | $123,553-88.7% | $64,173-78.2% |
| Participation rate | 72.1% | 74.7%-2.6pp | 82.3%-10.2pp | 69.6%+2.6pp |
| Annual return | -16.30% | 12.49%-28.8pp | 119.21%-135.5pp | 7.63%-23.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,546 | $5,240+44.0% | $6,426+17.4% | $3,470+117.5% |
| Admin fee / account holder | $1,586 | $5,519-71.3% | $9,284-82.9% | $4,887-67.6% |