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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 | $4,786 | $81,457-94.1% | $103,378-95.4% | $80,911-94.1% |
| Participation rate | 79.7% | 66.8%+12.8pp | 74.5%+5.2pp | 67.6%+12.0pp |
| Annual return | 9.88% | 25.58%-15.7pp | 24.91%-15.0pp | 35.63%-25.8pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,686 | $3,871-56.4% | $5,058-66.7% | $4,297-60.8% |
| Admin fee / account holder | $1,882 | $6,717-72.0% | $8,401-77.6% | $6,935-72.9% |