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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 | $3,262 | $81,504-96.0% | $102,437-96.8% | $80,959-96.0% |
| Participation rate | 77.0% | 66.9%+10.2pp | 74.5%+2.5pp | 67.7%+9.4pp |
| Annual return | 8.49% | 25.60%-17.1pp | 24.95%-16.5pp | 35.67%-27.2pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,356 | $3,871-39.1% | $5,060-53.4% | $4,300-45.2% |
| Admin fee / account holder | $1,978 | $6,719-70.6% | $8,388-76.4% | $6,925-71.4% |