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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 | $6,193 | $61,816-90.0% | $97,260-93.6% | $80,935-92.3% |
| Participation rate | 93.5% | 63.5%+30.0pp | 72.7%+20.8pp | 67.7%+25.8pp |
| Annual return | 3.12% | -558.73%+561.8pp | 75.54%-72.4pp | 35.66%-32.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,256 | $3,027+7.6% | $4,262-23.6% | $4,299-24.3% |
| Admin fee / account holder | $743 | $5,166-85.6% | $5,640-86.8% | $6,924-89.3% |