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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 | $20,512 | $102,422-80.0% | $147,117-86.1% | $80,959-74.7% |
| Participation rate | 83.1% | 75.9%+7.2pp | 82.2%+0.9pp | 67.7%+15.4pp |
| Annual return | 11.29% | 135.16%-123.9pp | 420.54%-409.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,614 | $6,652-15.6% | $8,065-30.4% | $4,300+30.6% |
| Admin fee / account holder | $1,151 | $7,953-85.5% | $12,993-91.1% | $6,925-83.4% |