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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 | $16,680 | $93,598-82.2% | $135,974-87.7% | $75,173-77.8% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.3pp | 67.2%+29.0pp |
| Annual return | 13.55% | 30.89%-17.3pp | 68.30%-54.8pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,851 | $6,405-39.9% | $7,760-50.4% | $4,126-6.7% |
| Admin fee / account holder | $3,904 | $6,978-44.1% | $10,767-63.7% | $5,651-30.9% |