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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 | $4,712 | $76,551-93.8% | $123,894-96.2% | $62,881-92.5% |
| Participation rate | 72.2% | 73.0%-0.8pp | 81.4%-9.2pp | 69.3%+2.9pp |
| Annual return | 5.44% | 18.68%-13.2pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,230 | $4,840-33.3% | $5,984-46.0% | $3,203+0.8% |
| Admin fee / account holder | $304 | $4,826-93.7% | $8,357-96.4% | $4,296-92.9% |