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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 | $3,704 | $81,276-95.4% | $155,574-97.6% | $80,925-95.4% |
| Participation rate | 78.8% | 66.2%+12.5pp | 78.2%+0.6pp | 67.7%+11.1pp |
| Annual return | 8.17% | 33.36%-25.2pp | 64.87%-56.7pp | 35.65%-27.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,396 | $3,453-59.6% | $5,629-75.2% | $4,299-67.5% |
| Admin fee / account holder | $364 | $7,993-95.4% | $15,914-97.7% | $6,940-94.8% |