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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 | $9,174 | $72,177-87.3% | $115,038-92.0% | $59,633-84.6% |
| Participation rate | 92.3% | 72.6%+19.8pp | 81.4%+10.9pp | 68.7%+23.6pp |
| Annual return | -5.09% | 12.02%-17.1pp | 26.14%-31.2pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,064 | $2,841-62.6% | $4,608-76.9% | $2,203-51.7% |
| Participant deferral / active EE | $5,017 | $4,783+4.9% | $6,026-16.8% | $3,192+57.2% |
| Admin fee / account holder | $404 | $4,927-91.8% | $8,175-95.1% | $4,297-90.6% |