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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 | $2,266 | $73,955-96.9% | $96,520-97.7% | $75,181-97.0% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 12.35% | 26.72%-14.4pp | 35.72%-23.4pp | 160.69%-148.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,637 | $3,659-55.3% | $4,879-66.4% | $4,126-60.3% |
| Admin fee / account holder | $552 | $5,217-89.4% | $6,733-91.8% | $5,650-90.2% |