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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 | $3,894 | $148,623-97.4% | $135,974-97.1% | $139,466-97.2% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | -169.82% | 79.30%-249.1pp | 68.30%-238.1pp | 373.66%-543.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,122 | $8,103-36.8% | $7,760-34.0% | $6,712-23.7% |
| Admin fee / account holder | $2,696 | $12,406-78.3% | $10,767-75.0% | $11,409-76.4% |