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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 | $5,123 | $48,267-89.4% | $68,808-92.6% | $68,486-92.5% |
| Participation rate | 95.8% | 60.7%+35.2pp | 69.0%+26.8pp | 67.9%+27.9pp |
| Annual return | -19.96% | -12.70%-7.3pp | -6.37%-13.6pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,168 | $1,829-36.1% | $2,656-56.0% | $2,597-55.0% |
| Participant deferral / active EE | $2,814 | $2,867-1.8% | $3,942-28.6% | $4,028-30.1% |
| Admin fee / account holder | $520 | $4,362-88.1% | $4,936-89.5% | $5,404-90.4% |