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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 | $3,074 | $55,902-94.5% | $76,030-96.0% | $80,959-96.2% |
| Participation rate | 85.7% | 62.1%+23.6pp | 69.1%+16.7pp | 67.7%+18.0pp |
| Annual return | 2.79% | 20.59%-17.8pp | 361.54%-358.7pp | 35.67%-32.9pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,499 | $3,051-50.9% | $4,257-64.8% | $4,300-65.1% |
| Admin fee / account holder | $493 | $5,239-90.6% | $6,421-92.3% | $6,925-92.9% |