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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 | $8,004 | $64,719-87.6% | $112,249-92.9% | $68,486-88.3% |
| Participation rate | 93.3% | 67.2%+26.2pp | 75.1%+18.3pp | 67.9%+25.4pp |
| Annual return | -20.08% | -11.40%-8.7pp | 27.48%-47.6pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,811 | $2,747-34.1% | $3,636-50.2% | $2,597-30.3% |
| Participant deferral / active EE | $2,425 | $3,565-32.0% | $4,729-48.7% | $4,028-39.8% |
| Admin fee / account holder | $673 | $5,232-87.1% | $6,412-89.5% | $5,404-87.6% |