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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 | $2,642 | $55,930-95.3% | $76,089-96.5% | $80,925-96.7% |
| Participation rate | 81.8% | 62.1%+19.8pp | 69.1%+12.7pp | 67.7%+14.2pp |
| Annual return | 4.66% | 20.58%-15.9pp | 360.94%-356.3pp | 35.65%-31.0pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,453 | $3,051-19.6% | $4,259-42.4% | $4,299-42.9% |
| Admin fee / account holder | $1,673 | $5,241-68.1% | $6,418-73.9% | $6,940-75.9% |