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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 | $6,540 | $50,947-87.2% | $74,551-91.2% | $64,173-89.8% |
| Participation rate | 72.4% | 61.1%+11.4pp | 69.1%+3.3pp | 69.6%+2.8pp |
| Annual return | -16.92% | -1.85%-15.1pp | 32.53%-49.5pp | 7.63%-24.6pp |
| Employer contribution / active EE | $378 | $1,115-66.1% | $1,961-80.7% | $2,381-84.1% |
| Participant deferral / active EE | $1,749 | $2,302-24.0% | $3,108-43.7% | $3,470-49.6% |
| Admin fee / account holder | $897 | $4,221-78.8% | $5,059-82.3% | $4,887-81.7% |