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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 | $3,003 | $48,235-93.8% | $68,803-95.6% | $68,490-95.6% |
| Participation rate | 89.3% | 60.7%+28.6pp | 69.0%+20.3pp | 67.9%+21.4pp |
| Annual return | -47.58% | -12.70%-34.9pp | -6.37%-41.2pp | -7.85%-39.7pp |
| Employer contribution / active EE | $1,006 | $1,829-45.0% | $2,656-62.1% | $2,597-61.3% |
| Participant deferral / active EE | $2,549 | $2,867-11.1% | $3,942-35.3% | $4,028-36.7% |
| Admin fee / account holder | $526 | $4,361-87.9% | $4,936-89.3% | $5,403-90.3% |