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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 | $3,106 | $77,896-96.0% | $134,172-97.7% | $82,448-96.2% |
| Participation rate | 81.3% | 62.8%+18.5pp | 72.5%+8.8pp | 68.1%+13.2pp |
| Annual return | -10.01% | 18.21%-28.2pp | 25.30%-35.3pp | 41.64%-51.7pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,551 | $3,162-51.0% | $4,690-66.9% | $4,139-62.5% |
| Admin fee / account holder | $1,024 | $6,336-83.8% | $12,016-91.5% | $7,234-85.8% |