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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 | $5,458 | $58,311-90.6% | $81,882-93.3% | $80,959-93.3% |
| Participation rate | 75.0% | 63.5%+11.5pp | 72.4%+2.6pp | 67.7%+7.3pp |
| Annual return | -9.74% | 41.85%-51.6pp | 779.47%-789.2pp | 35.67%-45.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,973 | $3,287-40.0% | $4,323-54.4% | $4,300-54.1% |
| Admin fee / account holder | $2,132 | $4,752-55.1% | $7,360-71.0% | $6,925-69.2% |