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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 | $8,151 | $157,304-94.8% | $141,197-94.2% | $152,909-94.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 12.39% | 64.34%-52.0pp | 71.41%-59.0pp | 345.46%-333.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,686 | $7,111-34.1% | $6,710-30.2% | $5,851-19.9% |
| Admin fee / account holder | $632 | $12,126-94.8% | $10,265-93.8% | $11,601-94.6% |