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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 | $7,200 | $48,364-85.1% | $71,796-90.0% | $62,881-88.5% |
| Participation rate | 80.6% | 60.6%+20.0pp | 69.1%+11.5pp | 69.3%+11.3pp |
| Annual return | -2.73% | 13.16%-15.9pp | 78.04%-80.8pp | 20.14%-22.9pp |
| Employer contribution / active EE | $867 | $1,042-16.8% | $1,924-54.9% | $2,281-62.0% |
| Participant deferral / active EE | $1,811 | $2,091-13.4% | $2,794-35.2% | $3,203-43.4% |
| Admin fee / account holder | $884 | $3,771-76.6% | $4,815-81.6% | $4,296-79.4% |