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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 | $11,219 | $77,638-85.5% | $156,551-92.8% | $62,881-82.2% |
| Participation rate | 76.6% | 71.2%+5.4pp | 84.0%-7.4pp | 69.3%+7.3pp |
| Annual return | 4.41% | 50.33%-45.9pp | 32.23%-27.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,336 | $3,046-56.1% | $4,871-72.6% | $3,203-58.3% |
| Admin fee / account holder | $487 | $5,561-91.2% | $13,028-96.3% | $4,296-88.7% |