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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 | $15,499 | $71,872-78.4% | $86,691-82.1% | $68,495-77.4% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.6%+15.4pp | 67.9%+24.1pp |
| Annual return | -19.74% | 3.53%-23.3pp | 35.94%-55.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,007 | $2,173-7.6% | $2,837-29.3% | $2,596-22.7% |
| Participant deferral / active EE | $5,590 | $3,779+47.9% | $4,656+20.1% | $4,028+38.8% |
| Admin fee / account holder | $930 | $6,112-84.8% | $7,492-87.6% | $5,403-82.8% |