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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 | $7,285 | $134,001-94.6% | $112,258-93.5% | $134,509-94.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -56.63% | 47.15%-103.8pp | 27.47%-84.1pp | 418.13%-474.8pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,817 | $5,291+28.8% | $4,728+44.2% | $6,400+6.5% |
| Admin fee / account holder | $318 | $7,491-95.8% | $6,411-95.0% | $11,427-97.2% |