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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 | $13,241 | $158,852-91.7% | $121,220-89.1% | $135,380-90.2% |
| Participation rate | 73.3% | 79.3%-6.0pp | 71.8%+1.6pp | 82.6%-9.3pp |
| Annual return | -9.94% | -0.64%-9.3pp | 16.94%-26.9pp | 519.81%-529.7pp |
| Employer contribution / active EE | $936 | $5,666-83.5% | $4,023-76.7% | $4,779-80.4% |
| Participant deferral / active EE | $2,808 | $4,006-29.9% | $3,345-16.1% | $5,609-49.9% |
| Admin fee / account holder | $1,308 | $6,515-79.9% | $5,021-74.0% | $10,828-87.9% |