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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 | $2,992 | $59,813-95.0% | $79,580-96.2% | $68,486-95.6% |
| Participation rate | 90.3% | 61.1%+29.3pp | 69.5%+20.8pp | 67.9%+22.4pp |
| Annual return | -42.91% | -12.30%-30.6pp | 0.15%-43.1pp | -7.85%-35.1pp |
| Employer contribution / active EE | $727 | $1,505-51.7% | $2,413-69.9% | $2,597-72.0% |
| Participant deferral / active EE | $1,500 | $3,024-50.4% | $3,985-62.4% | $4,028-62.7% |
| Admin fee / account holder | $723 | $4,835-85.0% | $6,835-89.4% | $5,404-86.6% |