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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 | $18,716 | $64,359-70.9% | $90,161-79.2% | $70,126-73.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -57.76% | 28.13%-85.9pp | 34.89%-92.6pp | 73.15%-130.9pp |
| Employer contribution / active EE | $13,104 | $2,046+540.6% | $3,318+294.9% | $2,343+459.4% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,105 | $3,945-46.6% | $5,943-64.6% | $4,645-54.7% |