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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 | $1,632 | $93,098-98.2% | $77,081-97.9% | $134,509-98.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -31.74% | 62.63%-94.4pp | 42.33%-74.1pp | 418.13%-449.9pp |
| Employer contribution / active EE | $1,331 | $3,419-61.1% | $2,813-52.7% | $4,741-71.9% |
| Participant deferral / active EE | $1,475 | $5,239-71.8% | $4,428-66.7% | $6,400-76.9% |
| Admin fee / account holder | $883 | $6,945-87.3% | $5,427-83.7% | $11,427-92.3% |