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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 | $21,208 | $176,838-88.0% | $146,685-85.5% | $167,518-87.3% |
| Participation rate | 78.9% | 83.6%-4.7pp | 80.1%-1.1pp | 82.1%-3.2pp |
| Annual return | 5.61% | 24.04%-18.4pp | 22.75%-17.1pp | 478.71%-473.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,310 | $6,441-64.1% | $5,507-58.1% | $6,342-63.6% |
| Admin fee / account holder | $4,723 | $13,262-64.4% | $10,281-54.1% | $12,312-61.6% |