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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 | $7,175 | $106,267-93.2% | $96,520-92.6% | $139,456-94.9% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | -13.32% | 38.45%-51.8pp | 35.72%-49.0pp | 373.45%-386.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,891 | $5,454-28.7% | $4,879-20.2% | $6,711-42.0% |
| Admin fee / account holder | $1,259 | $7,882-84.0% | $6,733-81.3% | $11,407-89.0% |