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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 | $8,244 | $110,379-92.5% | $102,412-91.9% | $145,884-94.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 2.01% | 24.84%-22.8pp | 24.94%-22.9pp | 551.85%-549.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,050 | $5,622-63.5% | $5,060-59.5% | $6,690-69.4% |
| Admin fee / account holder | $1,157 | $9,745-88.1% | $8,388-86.2% | $13,392-91.4% |