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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 | $5,864 | $71,230-91.8% | $93,727-93.7% | $80,959-92.8% |
| Participation rate | 83.6% | 60.4%+23.2pp | 68.7%+14.9pp | 67.7%+15.9pp |
| Annual return | 7.50% | 11.26%-3.8pp | 133.83%-126.3pp | 35.67%-28.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,690 | $4,037-33.4% | $4,417-39.1% | $4,300-37.4% |
| Admin fee / account holder | $730 | $6,961-89.5% | $8,292-91.2% | $6,925-89.5% |