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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 | $6,665 | $71,873-90.7% | $86,698-92.3% | $68,490-90.3% |
| Participation rate | 95.6% | 72.2%+23.3pp | 76.6%+19.0pp | 67.9%+27.7pp |
| Annual return | -21.11% | 3.54%-24.6pp | 35.96%-57.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,407 | $3,779+16.6% | $4,656-5.3% | $4,028+9.4% |
| Admin fee / account holder | $661 | $6,110-89.2% | $7,492-91.2% | $5,403-87.8% |