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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 | $4,663 | $57,140-91.8% | $85,240-94.5% | $80,959-94.2% |
| Participation rate | 75.0% | 56.4%+18.6pp | 67.5%+7.5pp | 67.7%+7.3pp |
| Annual return | 9.26% | 21.71%-12.5pp | 66.75%-57.5pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,223 | $3,115-60.8% | $4,527-73.0% | $4,300-71.6% |
| Admin fee / account holder | $795 | $4,992-84.1% | $6,165-87.1% | $6,925-88.5% |