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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 | $4,064 | $65,704-93.8% | $94,229-95.7% | $59,633-93.2% |
| Participation rate | 78.8% | 72.1%+6.7pp | 78.8%0pp | 68.7%+10.1pp |
| Annual return | -11.97% | 5.22%-17.2pp | 10.68%-22.7pp | 2041.45%-2053.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,125 | $3,143-0.6% | $4,320-27.7% | $3,192-2.1% |
| Admin fee / account holder | $570 | $4,265-86.6% | $6,269-90.9% | $4,297-86.7% |