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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 | $7,428 | $95,915-92.3% | $79,580-90.7% | $134,532-94.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -38.45% | -2.71%-35.7pp | 0.15%-38.6pp | 418.27%-456.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,245 | $4,693+11.7% | $3,985+31.6% | $6,401-18.1% |
| Admin fee / account holder | $326 | $9,132-96.4% | $6,835-95.2% | $11,429-97.1% |