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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 | $8,906 | $160,028-94.4% | $147,080-93.9% | $145,884-93.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | -6.67% | 98.60%-105.3pp | 420.17%-426.8pp | 551.85%-558.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,478 | $8,422-46.8% | $8,066-44.5% | $6,690-33.1% |
| Admin fee / account holder | $1,107 | $15,030-92.6% | $12,989-91.5% | $13,392-91.7% |