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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 | $13,324 | $82,678-83.9% | $125,391-89.4% | $68,490-80.5% |
| Participation rate | 73.0% | 75.1%-2.1pp | 82.4%-9.4pp | 67.9%+5.1pp |
| Annual return | -21.24% | -5.97%-15.3pp | 572.41%-593.7pp | -7.85%-13.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,211 | $6,111+1.6% | $7,448-16.6% | $4,028+54.2% |
| Admin fee / account holder | $2,258 | $6,277-64.0% | $10,009-77.4% | $5,403-58.2% |