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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 | $9,208 | $211,239-95.6% | $178,528-94.8% | $145,877-93.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -15.23% | 30.22%-45.5pp | 27.11%-42.3pp | 551.28%-566.5pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,863 | $6,963-44.5% | $6,278-38.5% | $6,691-42.3% |
| Admin fee / account holder | $1,804 | $12,095-85.1% | $10,419-82.7% | $13,402-86.5% |