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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 | $3,592 | $110,379-96.7% | $102,412-96.5% | $145,884-97.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | -9.73% | 24.84%-34.6pp | 24.94%-34.7pp | 551.85%-561.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,952 | $5,622-65.3% | $5,060-61.4% | $6,690-70.8% |
| Admin fee / account holder | $380 | $9,745-96.1% | $8,388-95.5% | $13,392-97.2% |