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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 | $43,469 | $218,893-80.1% | $436,953-90.1% | $233,076-81.3% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -9.22% | -114.98%+105.8pp | -102.04%+92.8pp | -82.66%+73.4pp |
| Employer contribution / active EE | $11,550 | $39,361-70.7% | $36,232-68.1% | $43,771-73.6% |
| Participant deferral / active EE | $13,268 | $45+29604.6% | $48+27662.8% | $103+12819.7% |
| Admin fee / account holder | $454 | $11,759-96.1% | $12,721-96.4% | $11,204-96.0% |