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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 | $2,405 | $55,902-95.7% | $76,030-96.8% | $80,959-97.0% |
| Participation rate | 82.5% | 62.1%+20.4pp | 69.1%+13.4pp | 67.7%+14.8pp |
| Annual return | 6.81% | 20.59%-13.8pp | 361.54%-354.7pp | 35.67%-28.9pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,176 | $3,051-61.5% | $4,257-72.4% | $4,300-72.7% |
| Admin fee / account holder | $321 | $5,239-93.9% | $6,421-95.0% | $6,925-95.4% |