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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 | $11,745 | $77,817-84.9% | $123,553-90.5% | $64,173-81.7% |
| Participation rate | 91.4% | 74.7%+16.7pp | 82.3%+9.1pp | 69.6%+21.9pp |
| Annual return | -10.50% | 12.49%-23.0pp | 119.21%-129.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $2,846 | $3,014-5.6% | $4,628-38.5% | $2,381+19.5% |
| Participant deferral / active EE | $5,088 | $5,240-2.9% | $6,426-20.8% | $3,470+46.6% |
| Admin fee / account holder | $2,456 | $5,519-55.5% | $9,284-73.5% | $4,887-49.7% |