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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 | $9,236 | $108,911-91.5% | $100,392-90.8% | $145,884-93.7% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | -5.43% | 58.23%-63.7pp | 49.45%-54.9pp | 551.85%-557.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,262 | $8,459-49.6% | $8,090-47.3% | $6,690-36.3% |
| Admin fee / account holder | $2,981 | $9,698-69.3% | $7,904-62.3% | $13,392-77.7% |