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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 | $11,195 | $88,672-87.4% | $105,223-89.4% | $82,448-86.4% |
| Participation rate | 75.6% | 67.9%+7.6pp | 75.0%+0.5pp | 68.1%+7.5pp |
| Annual return | 12.26% | 30.86%-18.6pp | 180.65%-168.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,174 | $4,036-46.1% | $5,072-57.1% | $4,139-47.5% |
| Admin fee / account holder | $2,338 | $7,146-67.3% | $8,859-73.6% | $7,234-67.7% |