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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 | $4,901 | $96,491-94.9% | $75,888-93.5% | $152,870-96.8% |
| Participation rate | 82.6% | 76.2%+6.4pp | 69.3%+13.3pp | 82.4%+0.2pp |
| Annual return | 10.85% | 33.98%-23.1pp | 30.76%-19.9pp | 345.34%-334.5pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,785 | $4,553-38.8% | $3,603-22.7% | $5,850-52.4% |
| Admin fee / account holder | $425 | $8,079-94.7% | $5,419-92.2% | $11,597-96.3% |