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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 | $13,164 | $83,337-84.2% | $67,834-80.6% | $273,972-95.2% |
| Participation rate | 72.2% | 76.4%-4.2pp | 68.8%+3.4pp | 83.0%-10.8pp |
| Annual return | -2.76% | 259.45%-262.2pp | 138.47%-141.2pp | 41.46%-44.2pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,587 | $4,088-36.7% | $3,160-18.1% | $5,287-51.1% |
| Admin fee / account holder | $1,743 | $6,752-74.2% | $4,622-62.3% | $10,133-82.8% |