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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 | $1,850 | $121,701-98.5% | $104,639-98.2% | $158,982-98.8% |
| Participation rate | 73.9% | 77.5%-3.6pp | 74.1%-0.2pp | 82.0%-8.1pp |
| Annual return | -2.52% | 465.72%-468.2pp | 340.67%-343.2pp | 302.99%-305.5pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $744 | $4,176-82.2% | $3,738-80.1% | $5,983-87.6% |
| Admin fee / account holder | $303 | $7,778-96.1% | $6,465-95.3% | $11,252-97.3% |