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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 | $17,613 | $73,978-76.2% | $96,515-81.8% | $75,173-76.6% |
| Participation rate | 89.1% | 66.4%+22.6pp | 74.3%+14.7pp | 67.2%+21.9pp |
| Annual return | 5.23% | 26.72%-21.5pp | 35.73%-30.5pp | 160.72%-155.5pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,910 | $3,660-47.8% | $4,880-60.9% | $4,126-53.7% |
| Admin fee / account holder | $1,873 | $5,219-64.1% | $6,735-72.2% | $5,651-66.8% |