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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 | $21,237 | $110,083-80.7% | $151,639-86.0% | $68,486-69.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -21.08% | -10.12%-11.0pp | 3.34%-24.4pp | -7.85%-13.2pp |
| Employer contribution / active EE | $2,957 | $4,470-33.9% | $6,165-52.0% | $2,597+13.9% |
| Participant deferral / active EE | $4,948 | $6,526-24.2% | $8,363-40.8% | $4,028+22.8% |
| Admin fee / account holder | $655 | $7,718-91.5% | $11,613-94.4% | $5,404-87.9% |