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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 | $10,387 | $158,852-93.5% | $121,220-91.4% | $135,379-92.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -18.85% | -0.64%-18.2pp | 16.94%-35.8pp | 519.79%-538.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,726 | $4,006+67.9% | $3,345+101.1% | $5,609+19.9% |
| Admin fee / account holder | $513 | $6,515-92.1% | $5,021-89.8% | $10,828-95.3% |