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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 | $6,652 | $64,719-89.7% | $112,249-94.1% | $68,486-90.3% |
| Participation rate | 94.7% | 67.2%+27.6pp | 75.1%+19.7pp | 67.9%+26.8pp |
| Annual return | -25.03% | -11.40%-13.6pp | 27.48%-52.5pp | -7.85%-17.2pp |
| Employer contribution / active EE | $2,030 | $2,747-26.1% | $3,636-44.2% | $2,597-21.8% |
| Participant deferral / active EE | $3,977 | $3,565+11.6% | $4,729-15.9% | $4,028-1.2% |
| Admin fee / account holder | $946 | $5,232-81.9% | $6,412-85.3% | $5,404-82.5% |