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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 | $13,841 | $62,583-77.9% | $76,767-82.0% | $64,173-78.4% |
| Participation rate | 91.0% | 72.8%+18.2pp | 77.0%+14.1pp | 69.6%+21.5pp |
| Annual return | -7.58% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $846 | $1,832-53.8% | $2,485-66.0% | $2,381-64.5% |
| Participant deferral / active EE | $2,838 | $3,145-9.7% | $3,852-26.3% | $3,470-18.2% |
| Admin fee / account holder | $830 | $4,667-82.2% | $6,675-87.6% | $4,887-83.0% |