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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 | $5,493 | $81,358-93.2% | $155,556-96.5% | $80,959-93.2% |
| Participation rate | 86.2% | 66.3%+19.9pp | 78.2%+8.0pp | 67.7%+18.5pp |
| Annual return | 10.54% | 33.39%-22.8pp | 64.84%-54.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,157 | $3,455-8.6% | $5,631-43.9% | $4,300-26.6% |
| Admin fee / account holder | $445 | $7,994-94.4% | $15,885-97.2% | $6,925-93.6% |