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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 | $11,074 | $81,870-86.5% | $119,634-90.7% | $68,490-83.8% |
| Participation rate | 88.6% | 71.9%+16.7pp | 79.3%+9.3pp | 67.9%+20.7pp |
| Annual return | -20.70% | -23.82%+3.1pp | -14.98%-5.7pp | -7.85%-12.8pp |
| Employer contribution / active EE | $1,007 | $2,692-62.6% | $4,232-76.2% | $2,597-61.2% |
| Participant deferral / active EE | $3,666 | $4,148-11.6% | $5,601-34.5% | $4,028-9.0% |
| Admin fee / account holder | $936 | $6,583-85.8% | $10,329-90.9% | $5,403-82.7% |