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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 | $9,656 | $59,819-83.9% | $79,583-87.9% | $68,490-85.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -23.54% | -12.30%-11.2pp | 0.16%-23.7pp | -7.85%-15.7pp |
| Employer contribution / active EE | $2,895 | $1,505+92.3% | $2,414+19.9% | $2,597+11.5% |
| Participant deferral / active EE | $2,638 | $3,025-12.8% | $3,986-33.8% | $4,028-34.5% |
| Admin fee / account holder | $411 | $4,835-91.5% | $6,835-94.0% | $5,403-92.4% |