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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 | $16,351 | $166,242-90.2% | $165,071-90.1% | $145,884-88.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 7.53% | 100.44%-92.9pp | 70.17%-62.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,575 | $6,964-34.3% | $6,035-24.2% | $6,690-31.6% |
| Admin fee / account holder | $2,561 | $16,658-84.6% | $12,695-79.8% | $13,392-80.9% |