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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 | $81,358-90.3% | $155,556-94.9% | $80,959-90.2% |
| Participation rate | 77.5% | 66.3%+11.2pp | 78.2%-0.7pp | 67.7%+9.8pp |
| Annual return | -4.13% | 33.39%-37.5pp | 64.84%-69.0pp | 35.67%-39.8pp |
| Employer contribution / active EE | $409 | $3,106-86.8% | $4,675-91.3% | $2,757-85.2% |
| Participant deferral / active EE | $1,648 | $3,455-52.3% | $5,631-70.7% | $4,300-61.7% |
| Admin fee / account holder | $1,342 | $7,994-83.2% | $15,885-91.5% | $6,925-80.6% |