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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 | $2,807 | $100,811-97.2% | $86,698-96.8% | $134,545-97.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -23.59% | 29.11%-52.7pp | 35.96%-59.6pp | 418.37%-442.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,308 | $5,339+36.9% | $4,656+56.9% | $6,401+14.2% |
| Admin fee / account holder | $5,363 | $10,926-50.9% | $7,492-28.4% | $11,431-53.1% |