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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 | $5,763 | $77,472-92.6% | $100,415-94.3% | $80,959-92.9% |
| Participation rate | 96.0% | 76.9%+19.1pp | 81.5%+14.5pp | 67.7%+28.3pp |
| Annual return | 12.24% | 37.26%-25.0pp | 49.47%-37.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,064 | $6,818-40.4% | $8,091-49.8% | $4,300-5.5% |
| Admin fee / account holder | $1,816 | $5,885-69.1% | $7,906-77.0% | $6,925-73.8% |