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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 | $15,240 | $168,635-91.0% | $147,617-89.7% | $125,389-87.8% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -12.50% | 77.65%-90.1pp | 61.98%-74.5pp | 282.24%-294.7pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,838 | $5,507-12.1% | $4,895-1.2% | $5,352-9.6% |
| Admin fee / account holder | $1,400 | $13,580-89.7% | $11,612-87.9% | $9,541-85.3% |