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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 | $17,820 | $81,870-78.2% | $119,608-85.1% | $68,495-74.0% |
| Participation rate | 85.0% | 71.9%+13.1pp | 79.3%+5.7pp | 67.9%+17.1pp |
| Annual return | -20.74% | -23.82%+3.1pp | -14.98%-5.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,678 | $2,692-37.7% | $4,232-60.3% | $2,596-35.4% |
| Participant deferral / active EE | $2,797 | $4,148-32.6% | $5,601-50.1% | $4,028-30.6% |
| Admin fee / account holder | $997 | $6,583-84.9% | $10,326-90.3% | $5,403-81.5% |