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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 | $8,397 | $60,442-86.1% | $96,754-91.3% | $87,485-90.4% |
| Participation rate | 73.8% | 58.7%+15.0pp | 70.3%+3.5pp | 68.9%+4.8pp |
| Annual return | 9.65% | 21.97%-12.3pp | 82.04%-72.4pp | 26.06%-16.4pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,599 | $3,280-51.3% | $4,758-66.4% | $4,274-62.6% |
| Admin fee / account holder | $1,565 | $5,069-69.1% | $8,905-82.4% | $7,775-79.9% |