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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 | $29,121 | $82,032-64.5% | $123,106-76.3% | $59,633-51.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -3.71% | 5.12%-8.8pp | 13.22%-16.9pp | 2041.40%-2045.1pp |
| Employer contribution / active EE | $1,853 | $3,297-43.8% | $5,151-64.0% | $2,203-15.9% |
| Participant deferral / active EE | $2,818 | $4,667-39.6% | $6,229-54.8% | $3,192-11.7% |
| Admin fee / account holder | $1,642 | $5,881-72.1% | $9,015-81.8% | $4,297-61.8% |