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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 | $12,618 | $117,829-89.3% | $102,423-87.7% | $145,877-91.4% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 6.25% | 31.83%-25.6pp | 29.42%-23.2pp | 551.28%-545.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,593 | $5,732-19.9% | $5,054-9.1% | $6,691-31.3% |
| Admin fee / account holder | $748 | $13,335-94.4% | $9,455-92.1% | $13,402-94.4% |