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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 | $18,082 | $77,976-76.8% | $81,367-77.8% | $125,389-85.6% |
| Participation rate | 75.0% | 83.3%-8.3pp | 82.3%-7.3pp | 83.2%-8.2pp |
| Annual return | -3.27% | -2.85%-0.4pp | -0.92%-2.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $4,918 | $4,366+12.7% | $3,930+25.2% | $4,866+1.1% |
| Participant deferral / active EE | $9,661 | $5,646+71.1% | $5,383+79.5% | $5,352+80.5% |
| Admin fee / account holder | $7,382 | $12,476-40.8% | $8,926-17.3% | $9,541-22.6% |