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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 | $11,863 | $49,280-75.9% | $67,313-82.4% | $64,173-81.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -11.62% | -1.39%-10.2pp | -4.08%-7.5pp | 7.63%-19.3pp |
| Employer contribution / active EE | $2,424 | $1,668+45.3% | $2,566-5.5% | $2,381+1.8% |
| Participant deferral / active EE | $3,004 | $2,484+20.9% | $3,568-15.8% | $3,470-13.4% |
| Admin fee / account holder | $518 | $3,863-86.6% | $4,507-88.5% | $4,887-89.4% |