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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 | $8,972 | $202,342-95.6% | $172,753-94.8% | $152,909-94.1% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 7.12% | 1029.88%-1022.8pp | 803.00%-795.9pp | 345.46%-338.3pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,853 | $5,948-1.6% | $5,198+12.6% | $5,8510% |
| Admin fee / account holder | $1,611 | $17,112-90.6% | $13,956-88.5% | $11,601-86.1% |