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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 | $13,542 | $106,749-87.3% | $145,433-90.7% | $82,448-83.6% |
| Participation rate | 80.4% | 75.6%+4.8pp | 82.1%-1.7pp | 68.1%+12.4pp |
| Annual return | 11.84% | 27.59%-15.7pp | 66.58%-54.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,393 | $6,519-48.0% | $7,897-57.0% | $4,139-18.0% |
| Admin fee / account holder | $2,199 | $8,390-73.8% | $13,129-83.2% | $7,234-69.6% |