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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 | $12,562 | $59,813-79.0% | $79,580-84.2% | $68,486-81.7% |
| Participation rate | 78.8% | 61.1%+17.8pp | 69.5%+9.4pp | 67.9%+11.0pp |
| Annual return | -20.34% | -12.30%-8.0pp | 0.15%-20.5pp | -7.85%-12.5pp |
| Employer contribution / active EE | $3,141 | $1,505+108.7% | $2,413+30.2% | $2,597+21.0% |
| Participant deferral / active EE | $3,695 | $3,024+22.2% | $3,985-7.3% | $4,028-8.3% |
| Admin fee / account holder | $445 | $4,835-90.8% | $6,835-93.5% | $5,404-91.8% |