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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 | $5,770 | $64,729-91.1% | $112,263-94.9% | $68,490-91.6% |
| Participation rate | 89.2% | 67.2%+22.0pp | 75.1%+14.1pp | 67.9%+21.3pp |
| Annual return | -23.96% | -11.40%-12.6pp | 27.49%-51.5pp | -7.85%-16.1pp |
| Employer contribution / active EE | $1,829 | $2,746-33.4% | $3,636-49.7% | $2,597-29.5% |
| Participant deferral / active EE | $2,396 | $3,566-32.8% | $4,729-49.3% | $4,028-40.5% |
| Admin fee / account holder | $887 | $5,222-83.0% | $6,410-86.2% | $5,403-83.6% |