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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 | $15,427 | $77,817-80.2% | $123,553-87.5% | $64,173-76.0% |
| Participation rate | 94.0% | 74.7%+19.3pp | 82.3%+11.7pp | 69.6%+24.5pp |
| Annual return | -9.40% | 12.49%-21.9pp | 119.21%-128.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $950 | $3,014-68.5% | $4,628-79.5% | $2,381-60.1% |
| Participant deferral / active EE | $5,411 | $5,240+3.3% | $6,426-15.8% | $3,470+55.9% |
| Admin fee / account holder | $1,228 | $5,519-77.7% | $9,284-86.8% | $4,887-74.9% |