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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 | $11,481 | $62,583-81.7% | $76,767-85.0% | $64,173-82.1% |
| Participation rate | 96.0% | 72.8%+23.2pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | -8.54% | -1.95%-6.6pp | 2.43%-11.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,935 | $1,832+5.6% | $2,485-22.1% | $2,381-18.7% |
| Participant deferral / active EE | $2,770 | $3,145-11.9% | $3,852-28.1% | $3,470-20.2% |
| Admin fee / account holder | $412 | $4,667-91.2% | $6,675-93.8% | $4,887-91.6% |