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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 | $7,179 | $77,816-90.8% | $123,549-94.2% | $64,181-88.8% |
| Participation rate | 88.5% | 74.7%+13.8pp | 82.3%+6.2pp | 69.6%+18.9pp |
| Annual return | -16.23% | 12.49%-28.7pp | 119.20%-135.4pp | 7.63%-23.9pp |
| Employer contribution / active EE | $1,401 | $3,014-53.5% | $4,628-69.7% | $2,381-41.2% |
| Participant deferral / active EE | $3,816 | $5,240-27.2% | $6,426-40.6% | $3,470+10.0% |
| Admin fee / account holder | $568 | $5,519-89.7% | $9,284-93.9% | $4,887-88.4% |