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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 | $16,319 | $77,816-79.0% | $123,552-86.8% | $64,173-74.6% |
| Participation rate | 76.7% | 74.7%+2.0pp | 82.3%-5.6pp | 69.6%+7.1pp |
| Annual return | -10.45% | 12.49%-22.9pp | 119.20%-129.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,903 | $3,014-36.9% | $4,628-58.9% | $2,381-20.1% |
| Participant deferral / active EE | $4,833 | $5,240-7.8% | $6,426-24.8% | $3,470+39.3% |
| Admin fee / account holder | $2,876 | $5,519-47.9% | $9,285-69.0% | $4,887-41.2% |