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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 | $16,599 | $83,843-80.2% | $123,973-86.6% | $65,306-74.6% |
| Participation rate | 92.9% | 56.0%+37.0pp | 76.7%+16.3pp | 57.7%+35.2pp |
| Annual return | 10.39% | 19.87%-9.5pp | 388.13%-377.7pp | 21.94%-11.6pp |
| Employer contribution / active EE | $0 | $2,873-100.0% | $4,126-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,540 | $2,997-15.2% | $5,247-51.6% | $2,959-14.2% |
| Admin fee / account holder | $614 | $4,735-87.0% | $11,799-94.8% | $3,480-82.3% |