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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 | $6,046 | $73,848-91.8% | $143,799-95.8% | $68,486-91.2% |
| Participation rate | 76.4% | 66.7%+9.7pp | 80.3%-4.0pp | 67.9%+8.5pp |
| Annual return | -36.61% | 0.91%-37.5pp | -0.04%-36.6pp | -7.85%-28.8pp |
| Employer contribution / active EE | $3,654 | $3,184+14.7% | $4,952-26.2% | $2,597+40.7% |
| Participant deferral / active EE | $4,061 | $3,385+20.0% | $5,638-28.0% | $4,028+0.8% |
| Admin fee / account holder | $767 | $5,755-86.7% | $14,677-94.8% | $5,404-85.8% |