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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 | $18,329 | $72,177-74.6% | $115,038-84.1% | $59,633-69.3% |
| Participation rate | 73.1% | 72.6%+0.5pp | 81.4%-8.3pp | 68.7%+4.4pp |
| Annual return | -2.50% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,789 | $2,841-37.0% | $4,608-61.2% | $2,203-18.8% |
| Participant deferral / active EE | $4,411 | $4,783-7.8% | $6,026-26.8% | $3,192+38.2% |
| Admin fee / account holder | $428 | $4,927-91.3% | $8,175-94.8% | $4,297-90.1% |