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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 | $13,836 | $54,380-74.6% | $68,509-79.8% | $59,633-76.8% |
| Participation rate | 84.3% | 70.2%+14.1pp | 74.7%+9.6pp | 68.7%+15.6pp |
| Annual return | -2.95% | 2.83%-5.8pp | 8.27%-11.2pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $349 | $1,539-77.3% | $2,278-84.7% | $2,203-84.1% |
| Participant deferral / active EE | $2,255 | $2,643-14.7% | $3,382-33.3% | $3,192-29.4% |
| Admin fee / account holder | $1,241 | $3,885-68.1% | $5,275-76.5% | $4,297-71.1% |