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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 | $3,755 | $59,813-93.7% | $79,580-95.3% | $68,486-94.5% |
| Participation rate | 81.3% | 61.1%+20.3pp | 69.5%+11.8pp | 67.9%+13.4pp |
| Annual return | -29.84% | -12.30%-17.5pp | 0.15%-30.0pp | -7.85%-22.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,732 | $3,024-9.7% | $3,985-31.4% | $4,028-32.2% |
| Admin fee / account holder | $440 | $4,835-90.9% | $6,835-93.6% | $5,404-91.9% |