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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 | $10,658 | $94,529-88.7% | $140,019-92.4% | $64,173-83.4% |
| Participation rate | 77.4% | 84.1%-6.7pp | 87.5%-10.1pp | 69.6%+7.8pp |
| Annual return | -12.47% | 7.77%-20.2pp | 651.17%-663.6pp | 7.63%-20.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,948 | $5,250+13.3% | $6,927-14.1% | $3,470+71.4% |
| Admin fee / account holder | $2,397 | $6,741-64.4% | $10,705-77.6% | $4,887-51.0% |