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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 | $3,947 | $91,198-95.7% | $178,503-97.8% | $79,856-95.1% |
| Participation rate | 70.7% | 69.2%+1.5pp | 81.9%-11.2pp | 69.6%+1.1pp |
| Annual return | 5.34% | 24.20%-18.9pp | 151.12%-145.8pp | 31.71%-26.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,245 | $3,237-61.5% | $5,202-76.1% | $3,741-66.7% |
| Admin fee / account holder | $373 | $6,748-94.5% | $13,987-97.3% | $5,306-93.0% |