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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 | $4,782 | $57,119-91.6% | $85,187-94.4% | $80,935-94.1% |
| Participation rate | 80.8% | 56.4%+24.4pp | 67.5%+13.2pp | 67.7%+13.1pp |
| Annual return | -10.41% | 21.70%-32.1pp | 66.67%-77.1pp | 35.66%-46.1pp |
| Employer contribution / active EE | $283 | $1,802-84.3% | $2,732-89.6% | $2,757-89.7% |
| Participant deferral / active EE | $1,810 | $3,115-41.9% | $4,525-60.0% | $4,299-57.9% |
| Admin fee / account holder | $706 | $4,990-85.9% | $6,162-88.5% | $6,924-89.8% |