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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 | $57,119-94.3% | $85,187-96.2% | $80,935-96.0% |
| Participation rate | 72.1% | 56.4%+15.7pp | 67.5%+4.6pp | 67.7%+4.4pp |
| Annual return | 4.34% | 21.70%-17.4pp | 66.67%-62.3pp | 35.66%-31.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,539 | $3,115-50.6% | $4,525-66.0% | $4,299-64.2% |
| Admin fee / account holder | $644 | $4,990-87.1% | $6,162-89.6% | $6,924-90.7% |