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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 | $4,771 | $81,358-94.1% | $155,556-96.9% | $80,959-94.1% |
| Participation rate | 82.9% | 66.3%+16.6pp | 78.2%+4.6pp | 67.7%+15.2pp |
| Annual return | 8.00% | 33.39%-25.4pp | 64.84%-56.8pp | 35.67%-27.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,752 | $3,455-49.3% | $5,631-68.9% | $4,300-59.2% |
| Admin fee / account holder | $1,235 | $7,994-84.6% | $15,885-92.2% | $6,925-82.2% |