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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 | $15,419 | $185,883-91.7% | $170,043-90.9% | $139,466-88.9% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 7.67% | 60.54%-52.9pp | 53.40%-45.7pp | 373.66%-366.0pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,670 | $11,626-68.4% | $10,410-64.7% | $6,712-45.3% |
| Admin fee / account holder | $1,516 | $15,393-90.2% | $12,824-88.2% | $11,409-86.7% |