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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 | $7,736 | $113,941-93.2% | $94,228-91.8% | $125,388-93.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -12.37% | 5.29%-17.7pp | 10.68%-23.0pp | 282.24%-294.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,453 | $5,179-52.6% | $4,320-43.2% | $5,352-54.2% |
| Admin fee / account holder | $585 | $8,392-93.0% | $6,269-90.7% | $9,541-93.9% |