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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 | $26,737 | $251,004-89.3% | $191,597-86.0% | $138,895-80.8% |
| Participation rate | 0.0% | 82.4%-82.4pp | 76.9%-76.9pp | 79.9%-79.9pp |
| Annual return | 3.22% | 31.05%-27.8pp | 27.07%-23.8pp | 145.39%-142.2pp |
| Employer contribution / active EE | $0 | $6,226-100.0% | $5,025-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,154-100.0% | $6,850-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,680 | $31,471-91.5% | $22,799-88.2% | $12,562-78.7% |