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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 | $10,963 | $156,398-93.0% | $147,318-92.6% | $138,895-92.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -108.53% | 78.75%-187.3pp | 70.43%-179.0pp | 145.39%-253.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,688 | $8,237+41.9% | $7,906+47.8% | $6,396+82.7% |
| Admin fee / account holder | $10,906 | $14,976-27.2% | $13,708-20.4% | $12,562-13.2% |