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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 | $5,720 | $154,228-96.3% | $145,433-96.1% | $137,256-95.8% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | -2.70% | 74.59%-77.3pp | 66.58%-69.3pp | 220.34%-223.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,299 | $8,216-59.8% | $7,897-58.2% | $6,407-48.5% |
| Admin fee / account holder | $1,847 | $14,344-87.1% | $13,129-85.9% | $12,270-84.9% |