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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 | $8,474 | $78,197-89.2% | $98,090-91.4% | $82,637-89.7% |
| Participation rate | 86.7% | 77.5%+9.2pp | 81.5%+5.1pp | 68.1%+18.6pp |
| Annual return | 10.17% | 40.25%-30.1pp | 37.05%-26.9pp | 53.51%-43.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,625 | $6,636-30.3% | $7,845-41.0% | $4,126+12.1% |
| Admin fee / account holder | $892 | $14,832-94.0% | $11,815-92.5% | $7,339-87.9% |