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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 | $4,951 | $48,327-89.8% | $67,575-92.7% | $80,935-93.9% |
| Participation rate | 91.2% | 66.4%+24.8pp | 72.9%+18.3pp | 67.7%+23.5pp |
| Annual return | 11.04% | 18.31%-7.3pp | 3528.98%-3517.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,105 | $2,927-62.3% | $4,003-72.4% | $4,299-74.3% |
| Admin fee / account holder | $439 | $3,692-88.1% | $3,993-89.0% | $6,924-93.7% |