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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 | $13,445 | $92,219-85.4% | $76,768-82.5% | $135,379-90.1% |
| Participation rate | 86.7% | 79.8%+6.9pp | 77.0%+9.7pp | 82.6%+4.0pp |
| Annual return | -13.30% | 5.46%-18.8pp | 2.43%-15.7pp | 519.79%-533.1pp |
| Employer contribution / active EE | $1,001 | $3,216-68.9% | $2,485-59.7% | $4,779-79.1% |
| Participant deferral / active EE | $3,469 | $4,508-23.1% | $3,852-9.9% | $5,609-38.2% |
| Admin fee / account holder | $1,254 | $10,749-88.3% | $6,675-81.2% | $10,828-88.4% |