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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 | $12,380 | $77,817-84.1% | $123,553-90.0% | $64,173-80.7% |
| Participation rate | 89.1% | 74.7%+14.4pp | 82.3%+6.8pp | 69.6%+19.6pp |
| Annual return | -10.87% | 12.49%-23.4pp | 119.21%-130.1pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,352 | $3,014-55.1% | $4,628-70.8% | $2,381-43.2% |
| Participant deferral / active EE | $5,591 | $5,240+6.7% | $6,426-13.0% | $3,470+61.1% |
| Admin fee / account holder | $601 | $5,519-89.1% | $9,284-93.5% | $4,887-87.7% |