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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 | $10,451 | $148,623-93.0% | $135,974-92.3% | $139,466-92.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 1.34% | 79.30%-78.0pp | 68.30%-67.0pp | 373.66%-372.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,308 | $8,103+14.9% | $7,760+19.9% | $6,712+38.7% |
| Admin fee / account holder | $5,362 | $12,406-56.8% | $10,767-50.2% | $11,409-53.0% |