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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 | $9,670 | $55,002-82.4% | $59,887-83.9% | $56,287-82.8% |
| Participation rate | 73.8% | 75.9%-2.1pp | 74.7%-0.9pp | 69.9%+4.0pp |
| Annual return | -8.66% | 1.13%-9.8pp | 3.46%-12.1pp | -9.96%+1.3pp |
| Employer contribution / active EE | $820 | $2,448-66.5% | $2,722-69.9% | $2,111-61.2% |
| Participant deferral / active EE | $1,449 | $3,121-53.6% | $3,402-57.4% | $3,350-56.7% |
| Admin fee / account holder | $602 | $236+155.4% | $3,591-83.2% | $521+15.6% |