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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 | $3,549 | $81,476-95.6% | $102,383-96.5% | $80,925-95.6% |
| Participation rate | 72.9% | 66.8%+6.1pp | 74.5%-1.6pp | 67.7%+5.3pp |
| Annual return | 3.33% | 25.59%-22.3pp | 24.94%-21.6pp | 35.65%-32.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,640 | $3,871-57.6% | $5,060-67.6% | $4,299-61.9% |
| Admin fee / account holder | $931 | $6,717-86.1% | $8,391-88.9% | $6,940-86.6% |