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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 | $7,857 | $48,337-83.7% | $67,560-88.4% | $80,959-90.3% |
| Participation rate | 82.8% | 66.4%+16.3pp | 72.9%+9.8pp | 67.7%+15.1pp |
| Annual return | 6.34% | 18.26%-11.9pp | 3533.50%-3527.2pp | 35.67%-29.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,024 | $2,928+3.3% | $4,004-24.5% | $4,300-29.7% |
| Admin fee / account holder | $1,837 | $3,695-50.3% | $3,994-54.0% | $6,925-73.5% |