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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 | $5,940 | $105,866-94.4% | $90,766-93.5% | $134,545-95.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -58.32% | -10.99%-47.3pp | -12.16%-46.2pp | 418.37%-476.7pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,689 | $5,217+9.0% | $4,565+24.6% | $6,401-11.1% |
| Admin fee / account holder | $469 | $13,938-96.6% | $8,446-94.4% | $11,431-95.9% |