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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 | $106,524-87.3% | $152,301-91.1% | $87,485-84.5% |
| Participation rate | 80.4% | 75.8%+4.7pp | 82.4%-2.0pp | 68.9%+11.5pp |
| Annual return | 11.84% | 26.89%-15.0pp | 80.50%-68.7pp | 26.06%-14.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,393 | $6,525-48.0% | $8,004-57.6% | $4,274-20.6% |
| Admin fee / account holder | $2,199 | $8,287-73.5% | $14,398-84.7% | $7,775-71.7% |