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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 | $18,001 | $71,230-74.7% | $93,727-80.8% | $80,959-77.8% |
| Participation rate | 89.4% | 60.4%+29.0pp | 68.7%+20.7pp | 67.7%+21.7pp |
| Annual return | 9.51% | 11.26%-1.7pp | 133.83%-124.3pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,592 | $4,037+63.3% | $4,417+49.2% | $4,300+53.3% |
| Admin fee / account holder | $1,500 | $6,961-78.5% | $8,292-81.9% | $6,925-78.3% |