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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 | $12,246 | $65,367-81.3% | $92,915-86.8% | $72,976-83.2% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.0%+8.6pp | 69.5%+15.1pp |
| Annual return | 13.01% | 42.11%-29.1pp | 109.45%-96.4pp | 81.02%-68.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,270 | $3,128+4.5% | $4,238-22.8% | $3,608-9.4% |
| Admin fee / account holder | $721 | $4,251-83.0% | $5,796-87.6% | $5,124-85.9% |