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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 | $4,958 | $81,504-93.9% | $102,437-95.2% | $80,959-93.9% |
| Participation rate | 88.9% | 66.9%+22.0pp | 74.5%+14.4pp | 67.7%+21.2pp |
| Annual return | -2.02% | 25.60%-27.6pp | 24.95%-27.0pp | 35.67%-37.7pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,919 | $3,871-50.4% | $5,060-62.1% | $4,300-55.4% |
| Admin fee / account holder | $838 | $6,719-87.5% | $8,388-90.0% | $6,925-87.9% |