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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 | $7,752 | $73,863-89.5% | $143,797-94.6% | $68,490-88.7% |
| Participation rate | 94.5% | 66.7%+27.9pp | 80.3%+14.2pp | 67.9%+26.6pp |
| Annual return | -22.82% | 0.91%-23.7pp | -0.04%-22.8pp | -7.85%-15.0pp |
| Employer contribution / active EE | $1,216 | $3,185-61.8% | $4,952-75.4% | $2,597-53.2% |
| Participant deferral / active EE | $3,363 | $3,385-0.7% | $5,638-40.4% | $4,028-16.5% |
| Admin fee / account holder | $656 | $5,756-88.6% | $14,679-95.5% | $5,403-87.9% |