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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 | $4,155 | $81,358-94.9% | $155,556-97.3% | $80,959-94.9% |
| Participation rate | 73.2% | 66.3%+6.9pp | 78.2%-5.1pp | 67.7%+5.5pp |
| Annual return | -15.13% | 33.39%-48.5pp | 64.84%-80.0pp | 35.67%-50.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,567 | $3,455-54.6% | $5,631-72.2% | $4,300-63.6% |
| Admin fee / account holder | $979 | $7,994-87.8% | $15,885-93.8% | $6,925-85.9% |