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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 | $8,106 | $59,813-86.4% | $79,580-89.8% | $68,486-88.2% |
| Participation rate | 90.7% | 61.1%+29.6pp | 69.5%+21.2pp | 67.9%+22.8pp |
| Annual return | -19.46% | -12.30%-7.2pp | 0.15%-19.6pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,821 | $1,505+21.0% | $2,413-24.6% | $2,597-29.9% |
| Participant deferral / active EE | $1,372 | $3,024-54.7% | $3,985-65.6% | $4,028-65.9% |
| Admin fee / account holder | $978 | $4,835-79.8% | $6,835-85.7% | $5,404-81.9% |