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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 | $14,866 | $166,131-91.1% | $164,975-91.0% | $145,877-89.8% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | -2.48% | 100.37%-102.8pp | 70.12%-72.6pp | 551.28%-553.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,261 | $6,962+4.3% | $6,033+20.3% | $6,691+8.5% |
| Admin fee / account holder | $2,717 | $16,648-83.7% | $12,688-78.6% | $13,402-79.7% |