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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 | $7,657 | $73,848-89.6% | $143,799-94.7% | $68,486-88.8% |
| Participation rate | 84.0% | 66.7%+17.3pp | 80.3%+3.6pp | 67.9%+16.1pp |
| Annual return | -20.04% | 0.91%-20.9pp | -0.04%-20.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $947 | $3,184-70.3% | $4,952-80.9% | $2,597-63.5% |
| Participant deferral / active EE | $2,053 | $3,385-39.3% | $5,638-63.6% | $4,028-49.0% |
| Admin fee / account holder | $679 | $5,755-88.2% | $14,677-95.4% | $5,404-87.4% |