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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 | $13,452 | $140,592-90.4% | $123,105-89.1% | $125,389-89.3% |
| Participation rate | 86.7% | 88.2%-1.5pp | 86.8%-0.1pp | 83.2%+3.5pp |
| Annual return | -4.26% | 16.80%-21.1pp | 13.22%-17.5pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,903 | $6,041-68.5% | $5,151-63.1% | $4,866-60.9% |
| Participant deferral / active EE | $2,746 | $6,980-60.7% | $6,229-55.9% | $5,352-48.7% |
| Admin fee / account holder | $1,132 | $11,198-89.9% | $9,014-87.4% | $9,541-88.1% |