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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 | $12,466 | $78,027-84.0% | $178,528-93.0% | $80,925-84.6% |
| Participation rate | 84.4% | 65.7%+18.7pp | 77.1%+7.3pp | 67.7%+16.7pp |
| Annual return | 8.35% | 18.09%-9.7pp | 27.11%-18.8pp | 35.65%-27.3pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,368 | $4,408-46.3% | $6,278-62.3% | $4,299-44.9% |
| Admin fee / account holder | $870 | $7,168-87.9% | $10,419-91.6% | $6,940-87.5% |