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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 | $6,441 | $77,817-91.7% | $123,553-94.8% | $64,173-90.0% |
| Participation rate | 90.5% | 74.7%+15.8pp | 82.3%+8.2pp | 69.6%+20.9pp |
| Annual return | -8.83% | 12.49%-21.3pp | 119.21%-128.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,506 | $3,014-50.0% | $4,628-67.5% | $2,381-36.8% |
| Participant deferral / active EE | $2,307 | $5,240-56.0% | $6,426-64.1% | $3,470-33.5% |
| Admin fee / account holder | $732 | $5,519-86.7% | $9,284-92.1% | $4,887-85.0% |