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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 | $9,105 | $91,167-90.0% | $178,498-94.9% | $79,858-88.6% |
| Participation rate | 72.0% | 69.2%+2.8pp | 81.9%-9.9pp | 69.6%+2.4pp |
| Annual return | 6.33% | 24.19%-17.9pp | 151.09%-144.8pp | 31.72%-25.4pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,292 | $3,236+32.7% | $5,202-17.5% | $3,740+14.8% |
| Admin fee / account holder | $1,887 | $6,747-72.0% | $13,985-86.5% | $5,306-64.4% |