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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 | $20,381 | $58,512-65.2% | $84,020-75.7% | $72,983-72.1% |
| Participation rate | 97.2% | 61.2%+36.0pp | 69.0%+28.2pp | 69.5%+27.7pp |
| Annual return | 3.07% | 28.93%-25.9pp | 71.31%-68.2pp | 81.01%-77.9pp |
| Employer contribution / active EE | $278 | $1,163-76.1% | $1,984-86.0% | $2,440-88.6% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $19,244 | $4,569+321.2% | $6,101+215.4% | $5,124+275.6% |