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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 | $12,975 | $50,947-74.5% | $74,551-82.6% | $64,173-79.8% |
| Participation rate | 81.3% | 61.1%+20.2pp | 69.1%+12.1pp | 69.6%+11.7pp |
| Annual return | -9.48% | -1.85%-7.6pp | 32.53%-42.0pp | 7.63%-17.1pp |
| Employer contribution / active EE | $546 | $1,115-51.0% | $1,961-72.2% | $2,381-77.1% |
| Participant deferral / active EE | $1,745 | $2,302-24.2% | $3,108-43.9% | $3,470-49.7% |
| Admin fee / account holder | $1,811 | $4,221-57.1% | $5,059-64.2% | $4,887-62.9% |