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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 | $8,845 | $66,275-86.7% | $163,379-94.6% | $64,097-86.2% |
| Participation rate | 88.4% | 54.1%+34.3pp | 76.8%+11.6pp | 55.2%+33.2pp |
| Annual return | 14.04% | 32.72%-18.7pp | 63.41%-49.4pp | 34.64%-20.6pp |
| Employer contribution / active EE | $0 | $1,521-100.0% | $3,752-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,686 | $3,126-46.1% | $6,282-73.2% | $3,080-45.3% |
| Admin fee / account holder | $1,289 | $4,569-71.8% | $9,818-86.9% | $3,454-62.7% |