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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 | $14,179 | $63,342-77.6% | $92,236-84.6% | $70,131-79.8% |
| Participation rate | 72.4% | 68.7%+3.7pp | 76.5%-4.1pp | 69.5%+2.9pp |
| Annual return | 11.45% | 530.15%-518.7pp | 176.29%-164.8pp | 73.14%-61.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,537 | $2,854-46.1% | $3,897-60.6% | $3,332-53.9% |
| Admin fee / account holder | $2,005 | $3,840-47.8% | $5,194-61.4% | $4,645-56.8% |