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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 | $19,546 | $77,817-74.9% | $123,553-84.2% | $64,173-69.5% |
| Participation rate | 82.8% | 74.7%+8.0pp | 82.3%+0.5pp | 69.6%+13.2pp |
| Annual return | -9.55% | 12.49%-22.0pp | 119.21%-128.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,532 | $3,014-49.2% | $4,628-66.9% | $2,381-35.6% |
| Participant deferral / active EE | $3,611 | $5,240-31.1% | $6,426-43.8% | $3,470+4.1% |
| Admin fee / account holder | $5,584 | $5,519+1.2% | $9,284-39.9% | $4,887+14.3% |