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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 | $9,636 | $43,333-77.8% | $59,883-83.9% | $64,181-85.0% |
| Participation rate | 87.5% | 69.2%+18.3pp | 74.7%+12.8pp | 69.6%+17.9pp |
| Annual return | -10.01% | -1.55%-8.5pp | 3.46%-13.5pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,607 | $2,029-20.8% | $2,722-40.9% | $2,381-32.5% |
| Participant deferral / active EE | $3,174 | $2,547+24.6% | $3,402-6.7% | $3,470-8.5% |
| Admin fee / account holder | $1,316 | $3,006-56.2% | $3,591-63.3% | $4,887-73.1% |