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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 | $12,941 | $148,623-91.3% | $135,974-90.5% | $139,466-90.7% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 10.73% | 79.30%-68.6pp | 68.30%-57.6pp | 373.66%-362.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,250 | $8,103-59.9% | $7,760-58.1% | $6,712-51.6% |
| Admin fee / account holder | $1,783 | $12,406-85.6% | $10,767-83.4% | $11,409-84.4% |