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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 | $5,110 | $67,372-92.4% | $60,906-91.6% | $134,532-96.2% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.1%+11.1pp | 81.2%+3.0pp |
| Annual return | -24.16% | 50.05%-74.2pp | 16.94%-41.1pp | 418.27%-442.4pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,041 | $4,532-55.0% | $3,814-46.5% | $6,401-68.1% |
| Admin fee / account holder | $537 | $4,588-88.3% | $3,227-83.4% | $11,429-95.3% |