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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 | $48,314-83.7% | $67,561-88.4% | $80,925-90.3% |
| Participation rate | 82.8% | 66.4%+16.4pp | 72.9%+9.9pp | 67.7%+15.1pp |
| Annual return | 6.34% | 18.28%-11.9pp | 3525.44%-3519.1pp | 35.65%-29.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,024 | $2,927+3.3% | $4,003-24.5% | $4,299-29.6% |
| Admin fee / account holder | $1,837 | $3,690-50.2% | $4,006-54.1% | $6,940-73.5% |