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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 | $4,195 | $149,040-97.2% | $120,225-96.5% | $137,256-96.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | -1.05% | 605.68%-606.7pp | 439.23%-440.3pp | 220.34%-221.4pp |
| Employer contribution / active EE | $279 | $4,350-93.6% | $3,475-92.0% | $4,156-93.3% |
| Participant deferral / active EE | $1,027 | $4,655-77.9% | $3,999-74.3% | $6,407-84.0% |
| Admin fee / account holder | $806 | $6,348-87.3% | $5,696-85.8% | $12,270-93.4% |