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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 | $166,131-96.8% | $164,975-96.8% | $145,877-96.4% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | -0.09% | 100.37%-100.5pp | 70.12%-70.2pp | 551.28%-551.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,419 | $6,962-36.5% | $6,033-26.8% | $6,691-34.0% |
| Admin fee / account holder | $740 | $16,648-95.6% | $12,688-94.2% | $13,402-94.5% |