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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 | $9,880 | $59,819-83.5% | $79,583-87.6% | $68,490-85.6% |
| Participation rate | 72.0% | 61.1%+10.9pp | 69.5%+2.5pp | 67.9%+4.1pp |
| Annual return | -27.05% | -12.30%-14.8pp | 0.16%-27.2pp | -7.85%-19.2pp |
| Employer contribution / active EE | $2,465 | $1,505+63.7% | $2,414+2.1% | $2,597-5.1% |
| Participant deferral / active EE | $2,883 | $3,025-4.7% | $3,986-27.7% | $4,028-28.4% |
| Admin fee / account holder | $1,631 | $4,835-66.3% | $6,835-76.1% | $5,403-69.8% |