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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 | $10,878 | $183,988-94.1% | $162,177-93.3% | $152,897-92.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -10.61% | 150.79%-161.4pp | 115.60%-126.2pp | 345.43%-356.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,128 | $8,032-23.7% | $7,297-16.0% | $5,851+4.7% |
| Admin fee / account holder | $2,860 | $13,123-78.2% | $10,843-73.6% | $11,599-75.3% |