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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 | $13,000 | $81,476-84.0% | $102,383-87.3% | $80,925-83.9% |
| Participation rate | 98.0% | 66.8%+31.1pp | 74.5%+23.4pp | 67.7%+30.3pp |
| Annual return | -87.40% | 25.59%-113.0pp | 24.94%-112.3pp | 35.65%-123.1pp |
| Employer contribution / active EE | $9,124 | $3,105+193.9% | $3,870+135.7% | $2,756+231.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,525 | $6,717+26.9% | $8,391+1.6% | $6,940+22.8% |