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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 | $8,655 | $48,314-82.1% | $67,561-87.2% | $80,925-89.3% |
| Participation rate | 88.4% | 66.4%+22.0pp | 72.9%+15.5pp | 67.7%+20.8pp |
| Annual return | 10.88% | 18.28%-7.4pp | 3525.44%-3514.6pp | 35.65%-24.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,112 | $2,927-62.0% | $4,003-72.2% | $4,299-74.1% |
| Admin fee / account holder | $307 | $3,690-91.7% | $4,006-92.3% | $6,940-95.6% |