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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 | $6,627 | $83,427-92.1% | $115,756-94.3% | $68,490-90.3% |
| Participation rate | 85.3% | 71.9%+13.4pp | 77.1%+8.2pp | 67.9%+17.4pp |
| Annual return | -21.34% | -10.95%-10.4pp | 143.14%-164.5pp | -7.85%-13.5pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,455 | $5,355-35.5% | $6,254-44.8% | $4,028-14.2% |
| Admin fee / account holder | $537 | $5,708-90.6% | $8,124-93.4% | $5,403-90.1% |