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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 | $3,888 | $71,230-94.5% | $93,727-95.9% | $80,959-95.2% |
| Participation rate | 91.9% | 60.4%+31.5pp | 68.7%+23.2pp | 67.7%+24.2pp |
| Annual return | -4.41% | 11.26%-15.7pp | 133.83%-138.2pp | 35.67%-40.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,403 | $4,037-65.2% | $4,417-68.2% | $4,300-67.4% |
| Admin fee / account holder | $587 | $6,961-91.6% | $8,292-92.9% | $6,925-91.5% |