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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 | $10,871 | $77,817-86.0% | $123,553-91.2% | $64,173-83.1% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | -11.27% | 12.49%-23.8pp | 119.21%-130.5pp | 7.63%-18.9pp |
| Employer contribution / active EE | $2,065 | $3,014-31.5% | $4,628-55.4% | $2,381-13.3% |
| Participant deferral / active EE | $3,893 | $5,240-25.7% | $6,426-39.4% | $3,470+12.2% |
| Admin fee / account holder | $611 | $5,519-88.9% | $9,284-93.4% | $4,887-87.5% |