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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 | $4,607 | $115,810-96.0% | $101,271-95.5% | $158,966-97.1% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | -9.66% | 56.15%-65.8pp | 46.48%-56.1pp | 302.95%-312.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,178 | $4,958-56.1% | $4,371-50.2% | $5,983-63.6% |
| Admin fee / account holder | $747 | $7,248-89.7% | $5,948-87.4% | $11,250-93.4% |