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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 | $12,993 | $64,719-79.9% | $112,249-88.4% | $68,486-81.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -24.18% | -11.40%-12.8pp | 27.48%-51.7pp | -7.85%-16.3pp |
| Employer contribution / active EE | $2,289 | $2,747-16.7% | $3,636-37.1% | $2,597-11.9% |
| Participant deferral / active EE | $5,714 | $3,565+60.3% | $4,729+20.8% | $4,028+41.9% |
| Admin fee / account holder | $1,359 | $5,232-74.0% | $6,412-78.8% | $5,404-74.9% |