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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 | $7,236 | $152,542-95.3% | $117,498-93.8% | $134,509-94.6% |
| Participation rate | 90.9% | 77.1%+13.8pp | 70.6%+20.3pp | 81.2%+9.7pp |
| Annual return | -22.71% | 53.02%-75.7pp | 29.75%-52.5pp | 418.13%-440.8pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,443 | $4,819+54.4% | $4,071+82.8% | $6,400+16.3% |
| Admin fee / account holder | $1,194 | $7,006-83.0% | $5,646-78.9% | $11,427-89.6% |