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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 | $17,797 | $108,825-83.6% | $156,181-88.6% | $82,448-78.4% |
| Participation rate | 76.4% | 72.4%+4.0pp | 78.8%-2.4pp | 68.1%+8.3pp |
| Annual return | 11.24% | 20.59%-9.4pp | 64.87%-53.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,497 | $4,577-45.4% | $6,132-59.3% | $4,139-39.7% |
| Admin fee / account holder | $968 | $9,341-89.6% | $14,586-93.4% | $7,234-86.6% |