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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 | $14,586 | $77,816-81.3% | $123,552-88.2% | $64,173-77.3% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.3%+15.7pp | 69.6%+28.5pp |
| Annual return | -9.52% | 12.49%-22.0pp | 119.20%-128.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $4,549 | $3,014+50.9% | $4,628-1.7% | $2,381+91.1% |
| Participant deferral / active EE | $3,002 | $5,240-42.7% | $6,426-53.3% | $3,470-13.5% |
| Admin fee / account holder | $330 | $5,519-94.0% | $9,285-96.4% | $4,887-93.2% |