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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 | $9,281 | $59,834-84.5% | $79,576-88.3% | $68,495-86.4% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.5%+19.4pp | 67.9%+21.0pp |
| Annual return | -54.68% | -12.30%-42.4pp | 0.15%-54.8pp | -7.84%-46.8pp |
| Employer contribution / active EE | $2,585 | $1,505+71.8% | $2,413+7.1% | $2,596-0.4% |
| Participant deferral / active EE | $5,860 | $3,024+93.8% | $3,985+47.1% | $4,028+45.5% |
| Admin fee / account holder | $372 | $4,835-92.3% | $6,834-94.6% | $5,403-93.1% |