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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 | $5,648 | $81,487-93.1% | $102,412-94.5% | $80,935-93.0% |
| Participation rate | 83.9% | 66.8%+17.0pp | 74.5%+9.4pp | 67.7%+16.2pp |
| Annual return | 1.57% | 25.60%-24.0pp | 24.94%-23.4pp | 35.66%-34.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,799 | $3,871-53.5% | $5,060-64.5% | $4,299-58.2% |
| Admin fee / account holder | $1,320 | $6,717-80.3% | $8,388-84.3% | $6,924-80.9% |