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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 | $10,024 | $77,449-87.1% | $69,483-85.6% | $152,909-93.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 0.71% | 39.09%-38.4pp | 28.99%-28.3pp | 345.46%-344.8pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $909 | $4,415-79.4% | $3,537-74.3% | $5,851-84.5% |
| Admin fee / account holder | $470 | $6,210-92.4% | $3,841-87.8% | $11,601-96.0% |