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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 | $1,454 | $111,535-98.7% | $105,223-98.6% | $137,256-98.9% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | -88.03% | 237.85%-325.9pp | 180.65%-268.7pp | 220.34%-308.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,582 | $5,500-71.2% | $5,072-68.8% | $6,407-75.3% |
| Admin fee / account holder | $684 | $9,721-93.0% | $8,859-92.3% | $12,270-94.4% |