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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 | $7,300 | $73,863-90.1% | $143,797-94.9% | $68,490-89.3% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -22.77% | 0.91%-23.7pp | -0.04%-22.7pp | -7.85%-14.9pp |
| Employer contribution / active EE | $480 | $3,185-84.9% | $4,952-90.3% | $2,597-81.5% |
| Participant deferral / active EE | $4,259 | $3,385+25.8% | $5,638-24.5% | $4,028+5.8% |
| Admin fee / account holder | $1,495 | $5,756-74.0% | $14,679-89.8% | $5,403-72.3% |