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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 | $11,925 | $71,215-83.3% | $93,696-87.3% | $80,935-85.3% |
| Participation rate | 96.0% | 60.4%+35.6pp | 68.7%+27.3pp | 67.7%+28.3pp |
| Annual return | -9.86% | 11.27%-21.1pp | 133.74%-143.6pp | 35.66%-45.5pp |
| Employer contribution / active EE | $970 | $1,565-38.0% | $2,422-59.9% | $2,757-64.8% |
| Participant deferral / active EE | $5,571 | $4,037+38.0% | $4,417+26.1% | $4,299+29.6% |
| Admin fee / account holder | $2,016 | $6,958-71.0% | $8,287-75.7% | $6,924-70.9% |