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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 | $4,728 | $167,533-97.2% | $151,645-96.9% | $134,545-96.5% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+7.0pp | 81.2%+13.2pp |
| Annual return | -25.37% | 7.81%-33.2pp | 3.34%-28.7pp | 418.37%-443.7pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,570 | $8,985-49.1% | $8,363-45.4% | $6,401-28.6% |
| Admin fee / account holder | $842 | $13,781-93.9% | $11,614-92.8% | $11,431-92.6% |