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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 | $11,923 | $82,674-85.6% | $125,381-90.5% | $68,486-82.6% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | -42.48% | -5.97%-36.5pp | 572.31%-614.8pp | -7.85%-34.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,497 | $6,111+71.8% | $7,448+40.9% | $4,028+160.6% |
| Admin fee / account holder | $360 | $6,277-94.3% | $10,007-96.4% | $5,404-93.3% |