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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 | $4,271 | $64,716-93.4% | $112,258-96.2% | $68,495-93.8% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | -33.03% | -11.40%-21.6pp | 27.47%-60.5pp | -7.84%-25.2pp |
| Employer contribution / active EE | $1,883 | $2,746-31.4% | $3,636-48.2% | $2,596-27.5% |
| Participant deferral / active EE | $1,977 | $3,565-44.5% | $4,728-58.2% | $4,028-50.9% |
| Admin fee / account holder | $518 | $5,232-90.1% | $6,411-91.9% | $5,403-90.4% |