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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 | $9,764 | $64,716-84.9% | $112,258-91.3% | $68,495-85.7% |
| Participation rate | 78.1% | 67.2%+11.0pp | 75.1%+3.1pp | 67.9%+10.2pp |
| Annual return | -19.51% | -11.40%-8.1pp | 27.47%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,317 | $2,746-52.0% | $3,636-63.8% | $2,596-49.3% |
| Participant deferral / active EE | $2,050 | $3,565-42.5% | $4,728-56.6% | $4,028-49.1% |
| Admin fee / account holder | $994 | $5,232-81.0% | $6,411-84.5% | $5,403-81.6% |