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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 | $22,176 | $124,336-82.2% | $111,303-80.1% | $167,518-86.8% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 8.79% | 37.45%-28.7pp | 54.66%-45.9pp | 478.71%-469.9pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,377 | $5,181-15.5% | $4,487-2.5% | $6,342-31.0% |
| Admin fee / account holder | $304 | $10,623-97.1% | $7,966-96.2% | $12,312-97.5% |