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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 | $14,412 | $59,332-75.7% | $90,223-84.0% | $59,633-75.8% |
| Participation rate | 71.1% | 71.9%-0.9pp | 79.0%-8.0pp | 68.7%+2.4pp |
| Annual return | -3.62% | 3.25%-6.9pp | 1.31%-4.9pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $3,131 | $3,031+3.3% | $4,378-28.5% | $2,203+42.1% |
| Participant deferral / active EE | $3,846 | $4,369-12.0% | $5,792-33.6% | $3,192+20.5% |
| Admin fee / account holder | $3,149 | $5,032-37.4% | $7,406-57.5% | $4,297-26.7% |