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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 | $2,767 | $72,426-96.2% | $67,560-95.9% | $145,897-98.1% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 8.70% | 7226.78%-7218.1pp | 3533.50%-3524.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,587 | $4,785-66.8% | $4,004-60.4% | $6,689-76.3% |
| Admin fee / account holder | $358 | $5,514-93.5% | $3,994-91.0% | $13,390-97.3% |