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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 | $18,494 | $77,816-76.2% | $123,552-85.0% | $64,173-71.2% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.3%+7.9pp | 69.6%+20.6pp |
| Annual return | -10.18% | 12.49%-22.7pp | 119.20%-129.4pp | 7.63%-17.8pp |
| Employer contribution / active EE | $2,690 | $3,014-10.8% | $4,628-41.9% | $2,381+13.0% |
| Participant deferral / active EE | $6,470 | $5,240+23.5% | $6,426+0.7% | $3,470+86.5% |
| Admin fee / account holder | $399 | $5,519-92.8% | $9,285-95.7% | $4,887-91.8% |