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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 | $8,677 | $73,863-88.3% | $143,797-94.0% | $68,490-87.3% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -25.85% | 0.91%-26.8pp | -0.04%-25.8pp | -7.85%-18.0pp |
| Employer contribution / active EE | $1,090 | $3,185-65.8% | $4,952-78.0% | $2,597-58.0% |
| Participant deferral / active EE | $6,030 | $3,385+78.1% | $5,638+6.9% | $4,028+49.7% |
| Admin fee / account holder | $608 | $5,756-89.4% | $14,679-95.9% | $5,403-88.7% |