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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 | $6,626 | $125,184-94.7% | $105,607-93.7% | $145,884-95.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 2.56% | 225.00%-222.4pp | 116.11%-113.5pp | 551.85%-549.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,516 | $5,714-56.0% | $5,011-49.8% | $6,690-62.4% |
| Admin fee / account holder | $339 | $17,133-98.0% | $10,958-96.9% | $13,392-97.5% |