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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 | $11,673 | $124,425-90.6% | $112,040-89.6% | $137,256-91.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -32.91% | 24.72%-57.6pp | 24.52%-57.4pp | 220.34%-253.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,380 | $5,718+29.1% | $5,098+44.8% | $6,407+15.2% |
| Admin fee / account holder | $3,777 | $15,207-75.2% | $12,098-68.8% | $12,270-69.2% |