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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 | $13,125 | $132,634-90.1% | $115,768-88.7% | $137,256-90.4% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.4%+21.1pp | 80.0%+15.5pp |
| Annual return | 6.70% | 160.70%-154.0pp | 100.46%-93.8pp | 220.34%-213.6pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,105 | $5,619-44.7% | $4,917-36.9% | $6,407-51.5% |
| Admin fee / account holder | $1,016 | $15,028-93.2% | $12,439-91.8% | $12,270-91.7% |