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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 | $10,650 | $64,719-83.5% | $112,249-90.5% | $68,486-84.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.00% | -11.40%-9.6pp | 27.48%-48.5pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,796 | $2,747-34.6% | $3,636-50.6% | $2,597-30.8% |
| Participant deferral / active EE | $4,055 | $3,565+13.7% | $4,729-14.2% | $4,028+0.7% |
| Admin fee / account holder | $908 | $5,232-82.6% | $6,412-85.8% | $5,404-83.2% |