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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 | $10,850 | $77,816-86.1% | $123,552-91.2% | $64,173-83.1% |
| Participation rate | 74.1% | 74.7%-0.6pp | 82.3%-8.2pp | 69.6%+4.5pp |
| Annual return | -10.86% | 12.49%-23.4pp | 119.20%-130.1pp | 7.63%-18.5pp |
| Employer contribution / active EE | $2,219 | $3,014-26.4% | $4,628-52.0% | $2,381-6.8% |
| Participant deferral / active EE | $3,917 | $5,240-25.2% | $6,426-39.0% | $3,470+12.9% |
| Admin fee / account holder | $715 | $5,519-87.1% | $9,285-92.3% | $4,887-85.4% |