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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 | $9,657 | $62,583-84.6% | $76,767-87.4% | $64,173-85.0% |
| Participation rate | 95.8% | 72.8%+23.0pp | 77.0%+18.9pp | 69.6%+26.3pp |
| Annual return | -8.34% | -1.95%-6.4pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $521 | $1,832-71.6% | $2,485-79.0% | $2,381-78.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $340 | $4,667-92.7% | $6,675-94.9% | $4,887-93.0% |