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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 | $12,375 | $110,083-88.8% | $151,639-91.8% | $68,486-81.9% |
| Participation rate | 82.2% | 84.0%-1.7pp | 87.5%-5.3pp | 67.9%+14.3pp |
| Annual return | -22.07% | -10.12%-12.0pp | 3.34%-25.4pp | -7.85%-14.2pp |
| Employer contribution / active EE | $2,374 | $4,470-46.9% | $6,165-61.5% | $2,597-8.6% |
| Participant deferral / active EE | $4,906 | $6,526-24.8% | $8,363-41.3% | $4,028+21.8% |
| Admin fee / account holder | $454 | $7,718-94.1% | $11,613-96.1% | $5,404-91.6% |