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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 | $1,724 | $169,356-99.0% | $129,406-98.7% | $145,897-98.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 1.90% | 14418.62%-14416.7pp | 9468.18%-9466.3pp | 552.29%-550.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,517 | $4,987-69.6% | $4,167-63.6% | $6,689-77.3% |
| Admin fee / account holder | $552 | $9,915-94.4% | $7,689-92.8% | $13,390-95.9% |