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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 | $4,881 | $50,947-90.4% | $74,549-93.5% | $64,173-92.4% |
| Participation rate | 85.7% | 61.1%+24.7pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | -11.51% | -1.85%-9.7pp | 32.53%-44.0pp | 7.63%-19.1pp |
| Employer contribution / active EE | $932 | $1,115-16.5% | $1,961-52.5% | $2,381-60.9% |
| Participant deferral / active EE | $1,513 | $2,302-34.2% | $3,108-51.3% | $3,470-56.4% |
| Admin fee / account holder | $420 | $4,221-90.0% | $5,059-91.7% | $4,887-91.4% |