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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 | $7,253 | $95,895-92.4% | $79,576-90.9% | $134,509-94.6% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -22.87% | -2.72%-20.2pp | 0.15%-23.0pp | 418.13%-441.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,953 | $4,693-37.1% | $3,985-25.9% | $6,400-53.9% |
| Admin fee / account holder | $565 | $9,129-93.8% | $6,834-91.7% | $11,427-95.1% |