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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 | $5,440 | $111,814-95.1% | $103,378-94.7% | $145,978-96.3% |
| Participation rate | 73.7% | 77.9%-4.3pp | 74.5%-0.8pp | 80.3%-6.6pp |
| Annual return | -14.02% | 24.80%-38.8pp | 24.91%-38.9pp | 550.52%-564.5pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,580 | $5,618-71.9% | $5,058-68.8% | $6,690-76.4% |
| Admin fee / account holder | $874 | $9,764-91.0% | $8,401-89.6% | $13,400-93.5% |