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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 | $5,439 | $110,410-95.1% | $102,437-94.7% | $145,897-96.3% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 7.02% | 24.85%-17.8pp | 24.95%-17.9pp | 552.29%-545.3pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,281 | $5,622-59.4% | $5,060-54.9% | $6,689-65.9% |
| Admin fee / account holder | $615 | $9,745-93.7% | $8,388-92.7% | $13,390-95.4% |