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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 | $27,432 | $86,298-68.2% | $111,308-75.4% | $85,847-68.0% |
| Participation rate | 86.4% | 73.3%+13.0pp | 77.3%+9.0pp | 69.3%+17.0pp |
| Annual return | 10.82% | 19.99%-9.2pp | 54.67%-43.8pp | 318.61%-307.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,428 | $3,641-33.3% | $4,487-45.9% | $3,952-38.6% |
| Admin fee / account holder | $6,900 | $8,189-15.7% | $7,965-13.4% | $6,261+10.2% |