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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 | $5,624 | $183,516-96.9% | $155,534-96.4% | $145,884-96.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.43% | 61.43%-54.0pp | 64.92%-57.5pp | 551.85%-544.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,095 | $6,467-67.6% | $5,630-62.8% | $6,690-68.7% |
| Admin fee / account holder | $659 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |