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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 | $5,666 | $48,235-88.3% | $68,803-91.8% | $68,490-91.7% |
| Participation rate | 86.2% | 60.7%+25.5pp | 69.0%+17.2pp | 67.9%+18.3pp |
| Annual return | -20.78% | -12.70%-8.1pp | -6.37%-14.4pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,109 | $1,829-39.4% | $2,656-58.2% | $2,597-57.3% |
| Participant deferral / active EE | $3,211 | $2,867+12.0% | $3,942-18.5% | $4,028-20.3% |
| Admin fee / account holder | $739 | $4,361-83.1% | $4,936-85.0% | $5,403-86.3% |