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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 | $9,322 | $77,817-88.0% | $123,553-92.5% | $64,173-85.5% |
| Participation rate | 85.4% | 74.7%+10.7pp | 82.3%+3.1pp | 69.6%+15.8pp |
| Annual return | -20.01% | 12.49%-32.5pp | 119.21%-139.2pp | 7.63%-27.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,876 | $5,240+31.2% | $6,426+7.0% | $3,470+98.2% |
| Admin fee / account holder | $562 | $5,519-89.8% | $9,284-93.9% | $4,887-88.5% |