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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 | $6,590 | $87,542-92.5% | $75,782-91.3% | $125,393-94.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -8.70% | 13.48%-22.2pp | 9.68%-18.4pp | 282.23%-290.9pp |
| Employer contribution / active EE | $2,075 | $3,930-47.2% | $3,323-37.6% | $4,866-57.4% |
| Participant deferral / active EE | $1,484 | $4,229-64.9% | $3,652-59.4% | $5,351-72.3% |
| Admin fee / account holder | $361 | $6,502-94.4% | $5,300-93.2% | $9,541-96.2% |