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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 | $4,688 | $54,370-91.4% | $82,763-94.3% | $68,490-93.2% |
| Participation rate | 96.3% | 63.9%+32.4pp | 72.6%+23.7pp | 67.9%+28.4pp |
| Annual return | -20.69% | -13.67%-7.0pp | 702.45%-723.1pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,111 | $3,247-4.2% | $4,395-29.2% | $4,028-22.8% |
| Admin fee / account holder | $579 | $4,398-86.8% | $5,325-89.1% | $5,403-89.3% |