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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 | $4,054 | $75,541-94.6% | $152,093-97.3% | $82,637-95.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 8.88% | 32.56%-23.7pp | 66.36%-57.5pp | 53.51%-44.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,371 | $3,206-57.2% | $5,451-74.8% | $4,126-66.8% |
| Admin fee / account holder | $1,227 | $6,405-80.8% | $14,497-91.5% | $7,339-83.3% |