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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 | $17,121 | $62,583-72.6% | $76,767-77.7% | $64,173-73.3% |
| Participation rate | 73.2% | 72.8%+0.4pp | 77.0%-3.8pp | 69.6%+3.6pp |
| Annual return | -7.51% | -1.95%-5.6pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,375 | $3,145+7.3% | $3,852-12.4% | $3,470-2.7% |
| Admin fee / account holder | $2,077 | $4,667-55.5% | $6,675-68.9% | $4,887-57.5% |