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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 | $5,913 | $90,400-93.5% | $186,193-96.8% | $87,485-93.2% |
| Participation rate | 82.1% | 66.2%+16.0pp | 77.1%+5.0pp | 68.9%+13.2pp |
| Annual return | -3.53% | 22.15%-25.7pp | 78.03%-81.6pp | 26.06%-29.6pp |
| Employer contribution / active EE | $883 | $2,170-59.3% | $3,918-77.5% | $2,596-66.0% |
| Participant deferral / active EE | $2,324 | $4,330-46.3% | $6,513-64.3% | $4,274-45.6% |
| Admin fee / account holder | $666 | $8,673-92.3% | $11,058-94.0% | $7,775-91.4% |