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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 | $6,294 | $166,242-96.2% | $165,071-96.2% | $145,884-95.7% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 6.26% | 100.44%-94.2pp | 70.17%-63.9pp | 551.85%-545.6pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,176 | $6,964-68.8% | $6,035-63.9% | $6,690-67.5% |
| Admin fee / account holder | $912 | $16,658-94.5% | $12,695-92.8% | $13,392-93.2% |