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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 | $93,345-91.5% | $119,126-93.3% | $87,485-90.9% |
| Participation rate | 91.2% | 68.7%+22.4pp | 75.8%+15.4pp | 68.9%+22.2pp |
| Annual return | 11.67% | 19.08%-7.4pp | 282.11%-270.4pp | 26.06%-14.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,268 | $4,099-44.7% | $5,318-57.4% | $4,274-46.9% |
| Admin fee / account holder | $1,283 | $8,039-84.0% | $10,693-88.0% | $7,775-83.5% |