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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 | $5,305 | $166,268-96.8% | $165,100-96.8% | $145,897-96.4% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | -0.09% | 100.52%-100.6pp | 70.21%-70.3pp | 552.29%-552.4pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,419 | $6,964-36.5% | $6,035-26.8% | $6,689-33.9% |
| Admin fee / account holder | $740 | $16,659-95.6% | $12,696-94.2% | $13,390-94.5% |