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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 | $5,217 | $73,863-92.9% | $143,797-96.4% | $68,490-92.4% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -38.09% | 0.91%-39.0pp | -0.04%-38.0pp | -7.85%-30.2pp |
| Employer contribution / active EE | $1,727 | $3,185-45.8% | $4,952-65.1% | $2,597-33.5% |
| Participant deferral / active EE | $3,053 | $3,385-9.8% | $5,638-45.9% | $4,028-24.2% |
| Admin fee / account holder | $894 | $5,756-84.5% | $14,679-93.9% | $5,403-83.5% |