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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 | $5,069 | $64,716-92.2% | $112,258-95.5% | $68,495-92.6% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.1%+2.7pp | 67.9%+9.9pp |
| Annual return | -21.53% | -11.40%-10.1pp | 27.47%-49.0pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,367 | $2,746-50.2% | $3,636-62.4% | $2,596-47.4% |
| Participant deferral / active EE | $1,971 | $3,565-44.7% | $4,728-58.3% | $4,028-51.1% |
| Admin fee / account holder | $940 | $5,232-82.0% | $6,411-85.3% | $5,403-82.6% |