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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 | $10,430 | $178,174-94.1% | $156,181-93.3% | $137,256-92.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 2.18% | 84.19%-82.0pp | 64.87%-62.7pp | 220.34%-218.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,379 | $6,888-50.9% | $6,132-44.9% | $6,407-47.3% |
| Admin fee / account holder | $1,283 | $17,404-92.6% | $14,586-91.2% | $12,270-89.5% |