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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 | $8,690 | $101,795-91.5% | $165,100-94.7% | $80,959-89.3% |
| Participation rate | 77.5% | 71.8%+5.7pp | 78.6%-1.1pp | 67.7%+9.8pp |
| Annual return | 8.28% | 16.73%-8.5pp | 70.21%-61.9pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,135 | $4,476-52.3% | $6,035-64.6% | $4,300-50.4% |
| Admin fee / account holder | $919 | $8,221-88.8% | $12,696-92.8% | $6,925-86.7% |