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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 | $9,040 | $78,520-88.5% | $96,576-90.6% | $82,448-89.0% |
| Participation rate | 73.5% | 77.7%-4.2pp | 81.4%-7.9pp | 68.1%+5.5pp |
| Annual return | 10.50% | 41.30%-30.8pp | 38.47%-28.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,356 | $6,754-50.3% | $7,956-57.8% | $4,139-18.9% |
| Admin fee / account holder | $1,497 | $13,455-88.9% | $11,381-86.8% | $7,234-79.3% |