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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 | $12,234 | $64,729-81.1% | $112,263-89.1% | $68,490-82.1% |
| Participation rate | 96.4% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.5pp |
| Annual return | -19.94% | -11.40%-8.5pp | 27.49%-47.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,480 | $2,746-9.7% | $3,636-31.8% | $2,597-4.5% |
| Participant deferral / active EE | $4,166 | $3,566+16.8% | $4,729-11.9% | $4,028+3.4% |
| Admin fee / account holder | $382 | $5,222-92.7% | $6,410-94.0% | $5,403-92.9% |