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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 | $6,507 | $57,073-88.6% | $85,126-92.4% | $80,925-92.0% |
| Participation rate | 82.1% | 56.4%+25.7pp | 67.5%+14.6pp | 67.7%+14.5pp |
| Annual return | 8.82% | 21.69%-12.9pp | 66.63%-57.8pp | 35.65%-26.8pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,198 | $3,113+2.7% | $4,523-29.3% | $4,299-25.6% |
| Admin fee / account holder | $1,084 | $4,988-78.3% | $6,160-82.4% | $6,940-84.4% |