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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 | $2,301 | $81,358-97.2% | $155,556-98.5% | $80,959-97.2% |
| Participation rate | 83.3% | 66.3%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 7.22% | 33.39%-26.2pp | 64.84%-57.6pp | 35.67%-28.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,877 | $3,455-45.7% | $5,631-66.7% | $4,300-56.3% |
| Admin fee / account holder | $1,112 | $7,994-86.1% | $15,885-93.0% | $6,925-83.9% |