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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 | $1,084 | $48,267-97.8% | $68,794-98.4% | $68,495-98.4% |
| Participation rate | 73.7% | 60.7%+13.0pp | 69.0%+4.7pp | 67.9%+5.8pp |
| Annual return | -24.36% | -12.70%-11.7pp | -6.37%-18.0pp | -7.84%-16.5pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,004 | $2,867-65.0% | $3,941-74.5% | $4,028-75.1% |
| Admin fee / account holder | $448 | $4,362-89.7% | $4,934-90.9% | $5,403-91.7% |