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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 | $3,883 | $90,530-95.7% | $76,030-94.9% | $145,897-97.3% |
| Participation rate | 90.9% | 74.4%+16.5pp | 69.1%+21.8pp | 80.3%+10.6pp |
| Annual return | 8.08% | 625.08%-617.0pp | 361.54%-353.5pp | 552.29%-544.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,822 | $5,164-64.7% | $4,257-57.2% | $6,689-72.8% |
| Admin fee / account holder | $953 | $8,383-88.6% | $6,421-85.2% | $13,390-92.9% |