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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 | $7,957 | $88,672-91.0% | $105,223-92.4% | $82,448-90.3% |
| Participation rate | 91.2% | 67.9%+23.3pp | 75.0%+16.1pp | 68.1%+23.1pp |
| Annual return | 11.67% | 30.86%-19.2pp | 180.65%-169.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,268 | $4,036-43.8% | $5,072-55.3% | $4,139-45.2% |
| Admin fee / account holder | $1,283 | $7,146-82.0% | $8,859-85.5% | $7,234-82.3% |