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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 | $13,573 | $211,288-93.6% | $178,540-92.4% | $145,884-90.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.81% | 30.27%-28.5pp | 27.15%-25.3pp | 551.85%-550.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,725 | $6,967-46.5% | $6,281-40.7% | $6,690-44.3% |
| Admin fee / account holder | $1,307 | $12,105-89.2% | $10,424-87.5% | $13,392-90.2% |