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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 | $16,117 | $65,704-75.5% | $94,229-82.9% | $59,633-73.0% |
| Participation rate | 96.7% | 72.1%+24.5pp | 78.8%+17.9pp | 68.7%+28.0pp |
| Annual return | -6.71% | 5.22%-11.9pp | 10.68%-17.4pp | 2041.45%-2048.2pp |
| Employer contribution / active EE | $1,986 | $2,021-1.7% | $3,587-44.6% | $2,203-9.9% |
| Participant deferral / active EE | $3,017 | $3,143-4.0% | $4,320-30.2% | $3,192-5.5% |
| Admin fee / account holder | $1,191 | $4,265-72.1% | $6,269-81.0% | $4,297-72.3% |