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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 | $5,912 | $59,813-90.1% | $79,580-92.6% | $68,486-91.4% |
| Participation rate | 83.8% | 61.1%+22.7pp | 69.5%+14.3pp | 67.9%+15.9pp |
| Annual return | -26.01% | -12.30%-13.7pp | 0.15%-26.2pp | -7.85%-18.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,705 | $3,024+55.6% | $3,985+18.1% | $4,028+16.8% |
| Admin fee / account holder | $1,012 | $4,835-79.1% | $6,835-85.2% | $5,404-81.3% |