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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 | $6,062 | $174,379-96.5% | $152,093-96.0% | $138,895-95.6% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | -203.32% | 74.86%-278.2pp | 66.36%-269.7pp | 145.39%-348.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,858 | $6,159+11.3% | $5,451+25.8% | $6,396+7.2% |
| Admin fee / account holder | $4,777 | $16,880-71.7% | $14,497-67.0% | $12,562-62.0% |