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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 | $7,603 | $53,837-85.9% | $75,714-90.0% | $85,847-91.1% |
| Participation rate | 93.6% | 69.1%+24.6pp | 74.8%+18.8pp | 69.3%+24.3pp |
| Annual return | -0.17% | 24.54%-24.7pp | 104.62%-104.8pp | 318.61%-318.8pp |
| Employer contribution / active EE | $1,279 | $2,017-36.6% | $2,744-53.4% | $2,565-50.1% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $360 | $3,339-89.2% | $3,619-90.0% | $6,261-94.2% |