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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 | $14,095 | $77,817-81.9% | $123,553-88.6% | $64,173-78.0% |
| Participation rate | 93.8% | 74.7%+19.0pp | 82.3%+11.5pp | 69.6%+24.2pp |
| Annual return | -8.69% | 12.49%-21.2pp | 119.21%-127.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,866 | $3,014-38.1% | $4,628-59.7% | $2,381-21.6% |
| Participant deferral / active EE | $3,548 | $5,240-32.3% | $6,426-44.8% | $3,470+2.2% |
| Admin fee / account holder | $658 | $5,519-88.1% | $9,284-92.9% | $4,887-86.5% |