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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 | $17,869 | $81,504-78.1% | $102,437-82.6% | $80,959-77.9% |
| Participation rate | 96.2% | 66.9%+29.3pp | 74.5%+21.6pp | 67.7%+28.5pp |
| Annual return | 8.60% | 25.60%-17.0pp | 24.95%-16.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,901 | $3,871+0.8% | $5,060-22.9% | $4,300-9.3% |
| Admin fee / account holder | $3,053 | $6,719-54.6% | $8,388-63.6% | $6,925-55.9% |