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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 | $15,342 | $166,089-90.8% | $164,928-90.7% | $145,978-89.5% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+7.9pp |
| Annual return | -5.21% | 100.26%-105.5pp | 70.08%-75.3pp | 550.52%-555.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,592 | $6,961-19.7% | $6,034-7.3% | $6,690-16.4% |
| Admin fee / account holder | $1,693 | $16,641-89.8% | $12,684-86.7% | $13,400-87.4% |