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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 | $4,282 | $175,231-97.6% | $149,696-97.1% | $139,466-96.9% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 3.26% | 166.77%-163.5pp | 134.46%-131.2pp | 373.66%-370.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,413 | $6,521-47.7% | $5,682-39.9% | $6,712-49.2% |
| Admin fee / account holder | $762 | $16,155-95.3% | $13,212-94.2% | $11,409-93.3% |