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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 | $838 | $81,276-99.0% | $155,574-99.5% | $80,925-99.0% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.7%+22.7pp |
| Annual return | 8.15% | 33.36%-25.2pp | 64.87%-56.7pp | 35.65%-27.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $914 | $3,453-73.5% | $5,629-83.8% | $4,299-78.7% |
| Admin fee / account holder | $304 | $7,993-96.2% | $15,914-98.1% | $6,940-95.6% |