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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 | $6,249 | $90,400-93.1% | $186,193-96.6% | $87,485-92.9% |
| Participation rate | 82.9% | 66.2%+16.7pp | 77.1%+5.7pp | 68.9%+13.9pp |
| Annual return | -3.63% | 22.15%-25.8pp | 78.03%-81.7pp | 26.06%-29.7pp |
| Employer contribution / active EE | $1,303 | $2,170-40.0% | $3,918-66.7% | $2,596-49.8% |
| Participant deferral / active EE | $3,226 | $4,330-25.5% | $6,513-50.5% | $4,274-24.5% |
| Admin fee / account holder | $1,018 | $8,673-88.3% | $11,058-90.8% | $7,775-86.9% |