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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 | $3,488 | $57,590-93.9% | $86,233-96.0% | $82,448-95.8% |
| Participation rate | 81.7% | 57.9%+23.8pp | 69.0%+12.6pp | 68.1%+13.6pp |
| Annual return | 12.58% | 22.41%-9.8pp | 61.39%-48.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,881 | $3,080-38.9% | $4,559-58.7% | $4,139-54.6% |
| Admin fee / account holder | $656 | $4,730-86.1% | $8,342-92.1% | $7,234-90.9% |