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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 | $6,763 | $154,193-95.6% | $130,045-94.8% | $139,466-95.2% |
| Participation rate | 81.3% | 82.0%-0.7pp | 78.5%+2.7pp | 80.3%+0.9pp |
| Annual return | -72.23% | 32.51%-104.7pp | -137.30%+65.1pp | 373.66%-445.9pp |
| Employer contribution / active EE | $2,208 | $5,292-58.3% | $4,321-48.9% | $4,754-53.6% |
| Participant deferral / active EE | $2,702 | $6,709-59.7% | $5,820-53.6% | $6,712-59.7% |
| Admin fee / account holder | $2,614 | $13,989-81.3% | $10,600-75.3% | $11,409-77.1% |