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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 | $7,931 | $81,233-90.2% | $155,567-94.9% | $80,874-90.2% |
| Participation rate | 77.5% | 66.2%+11.3pp | 78.2%-0.7pp | 67.6%+9.9pp |
| Annual return | -4.13% | 33.33%-37.5pp | 64.74%-68.9pp | 35.62%-39.7pp |
| Employer contribution / active EE | $409 | $3,101-86.8% | $4,674-91.3% | $2,756-85.2% |
| Participant deferral / active EE | $1,648 | $3,452-52.3% | $5,628-70.7% | $4,297-61.7% |
| Admin fee / account holder | $1,342 | $7,998-83.2% | $15,916-91.6% | $6,935-80.6% |