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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 | $20,946 | $70,002-70.1% | $115,038-81.8% | $52,331-60.0% |
| Participation rate | 81.9% | 72.1%+9.8pp | 81.4%+0.5pp | 68.1%+13.8pp |
| Annual return | -2.25% | 4.04%-6.3pp | 26.14%-28.4pp | 4.54%-6.8pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,215 | $4,920-34.6% | $6,026-46.7% | $3,022+6.4% |
| Admin fee / account holder | $516 | $566-8.9% | $8,175-93.7% | $592-12.8% |