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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 | $13,675 | $90,590-84.9% | $111,308-87.7% | - |
| Participation rate | 0.0% | 76.1%-76.1pp | 77.3%-77.3pp | - |
| Annual return | 4.88% | 11.74%-6.9pp | 54.67%-49.8pp | - |
| Employer contribution / active EE | $0 | $1,916-100.0% | $2,732-100.0% | - |
| Participant deferral / active EE | $0 | $4,059-100.0% | $4,487-100.0% | - |
| Admin fee / account holder | $1,071 | $3,379-68.3% | $7,965-86.6% | - |