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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 | $17,420 | $152,619-88.6% | $125,195-86.1% | $152,909-88.6% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 2.93% | 54.85%-51.9pp | 43.79%-40.9pp | 345.46%-342.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,767 | $5,869+49.4% | $4,937+77.6% | $5,851+49.8% |
| Admin fee / account holder | $2,299 | $13,437-82.9% | $9,704-76.3% | $11,601-80.2% |