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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 | $1,948 | $54,370-96.4% | $82,763-97.6% | $68,490-97.2% |
| Participation rate | 76.9% | 63.9%+13.0pp | 72.6%+4.4pp | 67.9%+9.0pp |
| Annual return | -19.94% | -13.67%-6.3pp | 702.45%-722.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,130 | $3,247-65.2% | $4,395-74.3% | $4,028-71.9% |
| Admin fee / account holder | $548 | $4,398-87.5% | $5,325-89.7% | $5,403-89.9% |