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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 | $7,722 | $148,582-94.8% | $135,942-94.3% | $139,456-94.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | -57.71% | 79.26%-137.0pp | 68.28%-126.0pp | 373.45%-431.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,157 | $8,101-24.0% | $7,759-20.7% | $6,711-8.3% |
| Admin fee / account holder | $2,336 | $12,402-81.2% | $10,764-78.3% | $11,407-79.5% |