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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 | $2,796 | $55,889-95.0% | $76,119-96.3% | $80,935-96.5% |
| Participation rate | 83.9% | 62.1%+21.8pp | 69.1%+14.8pp | 67.7%+16.2pp |
| Annual return | 8.82% | 20.58%-11.8pp | 361.25%-352.4pp | 35.66%-26.8pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,867 | $3,051-38.8% | $4,259-56.2% | $4,299-56.6% |
| Admin fee / account holder | $911 | $5,241-82.6% | $6,421-85.8% | $6,924-86.8% |