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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 | $2,677 | $81,331-96.7% | $155,534-98.3% | $80,935-96.7% |
| Participation rate | 85.0% | 66.3%+18.7pp | 78.2%+6.8pp | 67.7%+17.3pp |
| Annual return | 8.77% | 33.37%-24.6pp | 64.92%-56.2pp | 35.66%-26.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,384 | $3,454-59.9% | $5,630-75.4% | $4,299-67.8% |
| Admin fee / account holder | $672 | $7,999-91.6% | $15,900-95.8% | $6,924-90.3% |