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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 | $13,387 | $77,816-82.8% | $123,552-89.2% | $64,173-79.1% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -11.43% | 12.49%-23.9pp | 119.20%-130.6pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,679 | $3,014-44.3% | $4,628-63.7% | $2,381-29.5% |
| Participant deferral / active EE | $2,918 | $5,240-44.3% | $6,426-54.6% | $3,470-15.9% |
| Admin fee / account holder | $1,202 | $5,519-78.2% | $9,285-87.0% | $4,887-75.4% |