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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 | $78,197-88.4% | $98,090-90.8% | $82,637-89.1% |
| Participation rate | 73.5% | 77.5%-3.9pp | 81.5%-8.0pp | 68.1%+5.5pp |
| Annual return | 10.50% | 40.25%-29.8pp | 37.05%-26.6pp | 53.51%-43.0pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,356 | $6,636-49.4% | $7,845-57.2% | $4,126-18.7% |
| Admin fee / account holder | $1,497 | $14,832-89.9% | $11,815-87.3% | $7,339-79.6% |