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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 | $14,154 | $106,008-86.6% | $92,240-84.7% | $147,586-90.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 5.99% | 50.05%-44.1pp | 176.29%-170.3pp | 578.59%-572.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,818 | $4,478-14.7% | $3,897-2.0% | $5,439-29.8% |
| Admin fee / account holder | $2,436 | $6,333-61.5% | $5,194-53.1% | $10,886-77.6% |