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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 | $10,291 | $174,379-94.1% | $152,093-93.2% | $138,895-92.6% |
| Participation rate | 84.6% | 81.6%+3.0pp | 77.8%+6.8pp | 79.9%+4.7pp |
| Annual return | 3.17% | 74.86%-71.7pp | 66.36%-63.2pp | 145.39%-142.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,214 | $6,159-31.6% | $5,451-22.7% | $6,396-34.1% |
| Admin fee / account holder | $1,903 | $16,880-88.7% | $14,497-86.9% | $12,562-84.9% |