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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 | $21,602 | $167,522-87.1% | $151,639-85.8% | $134,532-83.9% |
| Participation rate | 84.2% | 88.4%-4.2pp | 87.5%-3.3pp | 81.2%+3.0pp |
| Annual return | -24.09% | 7.81%-31.9pp | 3.34%-27.4pp | 418.27%-442.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $16,927 | $8,986+88.4% | $8,363+102.4% | $6,401+164.4% |
| Admin fee / account holder | $1,382 | $13,780-90.0% | $11,613-88.1% | $11,429-87.9% |