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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 | $2,839 | $73,848-96.2% | $143,799-98.0% | $68,486-95.9% |
| Participation rate | 75.9% | 66.7%+9.2pp | 80.3%-4.5pp | 67.9%+8.0pp |
| Annual return | -41.90% | 0.91%-42.8pp | -0.04%-41.9pp | -7.85%-34.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,290 | $3,385-32.3% | $5,638-59.4% | $4,028-43.1% |
| Admin fee / account holder | $654 | $5,755-88.6% | $14,677-95.5% | $5,404-87.9% |