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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 | $10,232 | $93,589-89.1% | $135,942-92.5% | $75,181-86.4% |
| Participation rate | 82.1% | 75.2%+7.0pp | 81.9%+0.2pp | 67.2%+14.9pp |
| Annual return | 15.06% | 30.90%-15.8pp | 68.28%-53.2pp | 160.69%-145.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,299 | $6,405-48.5% | $7,759-57.5% | $4,126-20.0% |
| Admin fee / account holder | $958 | $6,977-86.3% | $10,764-91.1% | $5,650-83.0% |