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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 | $11,806 | $64,719-81.8% | $112,249-89.5% | $68,486-82.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.65% | -11.40%-8.3pp | 27.48%-47.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $3,914 | $2,747+42.5% | $3,636+7.6% | $2,597+50.7% |
| Participant deferral / active EE | $1,577 | $3,565-55.8% | $4,729-66.7% | $4,028-60.8% |
| Admin fee / account holder | $530 | $5,232-89.9% | $6,412-91.7% | $5,404-90.2% |