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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 | $15,774 | $124,330-87.3% | $109,173-85.6% | $167,536-90.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -32.82% | 26.04%-58.9pp | 25.75%-58.6pp | 478.82%-511.6pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $11,394 | $5,256+116.8% | $4,654+144.8% | $6,342+79.7% |
| Admin fee / account holder | $3,712 | $7,974-53.4% | $6,755-45.0% | $12,315-69.9% |