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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 | $11,370 | $81,870-86.1% | $119,608-90.5% | $68,495-83.4% |
| Participation rate | 91.8% | 71.9%+19.9pp | 79.3%+12.5pp | 67.9%+23.9pp |
| Annual return | -19.99% | -23.82%+3.8pp | -14.98%-5.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,516 | $2,692-43.7% | $4,232-64.2% | $2,596-41.6% |
| Participant deferral / active EE | $4,516 | $4,148+8.9% | $5,601-19.4% | $4,028+12.1% |
| Admin fee / account holder | $1,293 | $6,583-80.4% | $10,326-87.5% | $5,403-76.1% |