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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 | $2,771 | $64,716-95.7% | $112,258-97.5% | $68,495-96.0% |
| Participation rate | 80.4% | 67.2%+13.2pp | 75.1%+5.3pp | 67.9%+12.5pp |
| Annual return | -20.92% | -11.40%-9.5pp | 27.47%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,736 | $3,565-51.3% | $4,728-63.3% | $4,028-56.9% |
| Admin fee / account holder | $543 | $5,232-89.6% | $6,411-91.5% | $5,403-89.9% |