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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 | $4,572 | $71,872-93.6% | $86,691-94.7% | $68,495-93.3% |
| Participation rate | 83.6% | 72.2%+11.4pp | 76.6%+7.0pp | 67.9%+15.7pp |
| Annual return | -32.44% | 3.53%-36.0pp | 35.94%-68.4pp | -7.84%-24.6pp |
| Employer contribution / active EE | $1,439 | $2,173-33.8% | $2,837-49.3% | $2,596-44.6% |
| Participant deferral / active EE | $1,744 | $3,779-53.8% | $4,656-62.5% | $4,028-56.7% |
| Admin fee / account holder | $546 | $6,112-91.1% | $7,492-92.7% | $5,403-89.9% |