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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 | $10,411 | $125,190-91.7% | $105,624-90.1% | $145,897-92.9% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 2.71% | 225.22%-222.5pp | 116.20%-113.5pp | 552.29%-549.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,809 | $5,716-50.9% | $5,013-44.0% | $6,689-58.0% |
| Admin fee / account holder | $1,034 | $17,138-94.0% | $10,961-90.6% | $13,390-92.3% |