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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 | $3,246 | $57,073-94.3% | $85,126-96.2% | $80,925-96.0% |
| Participation rate | 72.1% | 56.4%+15.7pp | 67.5%+4.6pp | 67.7%+4.4pp |
| Annual return | 4.34% | 21.69%-17.4pp | 66.63%-62.3pp | 35.65%-31.3pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,539 | $3,113-50.6% | $4,523-66.0% | $4,299-64.2% |
| Admin fee / account holder | $644 | $4,988-87.1% | $6,160-89.6% | $6,940-90.7% |