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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 | $5,006 | $84,953-94.1% | $163,379-96.9% | $82,637-93.9% |
| Participation rate | 83.3% | 65.9%+17.4pp | 76.8%+6.5pp | 68.1%+15.3pp |
| Annual return | 9.62% | 23.07%-13.5pp | 63.41%-53.8pp | 53.51%-43.9pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,900 | $4,326-33.0% | $6,282-53.8% | $4,126-29.7% |
| Admin fee / account holder | $534 | $7,921-93.3% | $9,818-94.6% | $7,339-92.7% |