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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 | $12,408 | $113,941-89.1% | $94,229-86.8% | $125,389-90.1% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | -4.14% | 5.29%-9.4pp | 10.68%-14.8pp | 282.24%-286.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,076 | $5,179-59.9% | $4,320-51.9% | $5,352-61.2% |
| Admin fee / account holder | $877 | $8,392-89.5% | $6,269-86.0% | $9,541-90.8% |