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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 | $7,454 | $124,346-94.0% | $111,308-93.3% | $167,536-95.6% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 7.64% | 37.45%-29.8pp | 54.67%-47.0pp | 478.82%-471.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,469 | $5,182-33.0% | $4,487-22.7% | $6,342-45.3% |
| Admin fee / account holder | $616 | $10,621-94.2% | $7,965-92.3% | $12,315-95.0% |