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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 | $125,237-91.7% | $105,608-90.1% | $145,877-92.9% |
| Participation rate | 90.9% | 77.7%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 2.71% | 225.76%-223.1pp | 116.50%-113.8pp | 551.28%-548.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,809 | $5,711-50.8% | $5,010-43.9% | $6,691-58.0% |
| Admin fee / account holder | $1,034 | $17,287-94.0% | $11,028-90.6% | $13,402-92.3% |