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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 | $30,120 | $82,032-63.3% | $123,106-75.5% | $59,632-49.5% |
| Participation rate | 74.0% | 83.2%-9.2pp | 86.8%-12.8pp | 68.7%+5.3pp |
| Annual return | -2.48% | 5.12%-7.6pp | 13.22%-15.7pp | 2041.32%-2043.8pp |
| Employer contribution / active EE | $1,073 | $3,297-67.4% | $5,151-79.2% | $2,203-51.3% |
| Participant deferral / active EE | $2,789 | $4,667-40.2% | $6,229-55.2% | $3,192-12.6% |
| Admin fee / account holder | $742 | $5,881-87.4% | $9,015-91.8% | $4,297-82.7% |