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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 | $3,061 | $73,839-95.9% | $143,788-97.9% | $68,495-95.5% |
| Participation rate | 89.5% | 66.7%+22.8pp | 80.3%+9.2pp | 67.9%+21.6pp |
| Annual return | -32.58% | 1.01%-33.6pp | -0.03%-32.5pp | -7.84%-24.7pp |
| Employer contribution / active EE | $533 | $3,184-83.3% | $4,952-89.2% | $2,596-79.5% |
| Participant deferral / active EE | $1,880 | $3,384-44.5% | $5,638-66.7% | $4,028-53.3% |
| Admin fee / account holder | $735 | $5,755-87.2% | $14,675-95.0% | $5,403-86.4% |