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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 | $7,672 | $81,870-90.6% | $119,608-93.6% | $68,495-88.8% |
| Participation rate | 94.2% | 71.9%+22.3pp | 79.3%+15.0pp | 67.9%+26.3pp |
| Annual return | -23.21% | -23.82%+0.6pp | -14.98%-8.2pp | -7.84%-15.4pp |
| Employer contribution / active EE | $824 | $2,692-69.4% | $4,232-80.5% | $2,596-68.3% |
| Participant deferral / active EE | $3,068 | $4,148-26.0% | $5,601-45.2% | $4,028-23.8% |
| Admin fee / account holder | $635 | $6,583-90.4% | $10,326-93.9% | $5,403-88.3% |