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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 | $7,214 | $42,909-83.2% | $60,906-88.2% | $68,486-89.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -19.47% | -13.99%-5.5pp | 16.94%-36.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $3,327 | $1,979+68.2% | $2,703+23.1% | $2,597+28.1% |
| Participant deferral / active EE | $2,731 | $2,866-4.7% | $3,814-28.4% | $4,028-32.2% |
| Admin fee / account holder | $341 | $3,104-89.0% | $3,227-89.4% | $5,404-93.7% |