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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 | $14,492 | $77,817-81.4% | $123,553-88.3% | $64,173-77.4% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.0pp |
| Annual return | -8.22% | 12.49%-20.7pp | 119.21%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,440 | $3,014-52.2% | $4,628-68.9% | $2,381-39.5% |
| Participant deferral / active EE | $2,549 | $5,240-51.4% | $6,426-60.3% | $3,470-26.5% |
| Admin fee / account holder | $985 | $5,519-82.2% | $9,284-89.4% | $4,887-79.8% |