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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 | $8,224 | $64,716-87.3% | $112,258-92.7% | $68,495-88.0% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.1%+12.9pp | 67.9%+20.1pp |
| Annual return | -40.08% | -11.40%-28.7pp | 27.47%-67.5pp | -7.84%-32.2pp |
| Employer contribution / active EE | $2,192 | $2,746-20.2% | $3,636-39.7% | $2,596-15.6% |
| Participant deferral / active EE | $5,079 | $3,565+42.4% | $4,728+7.4% | $4,028+26.1% |
| Admin fee / account holder | $636 | $5,232-87.8% | $6,411-90.1% | $5,403-88.2% |