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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 | $4,107 | $169,336-97.6% | $129,384-96.8% | $145,884-97.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -1.14% | 14408.70%-14409.8pp | 9461.77%-9462.9pp | 551.85%-553.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,191 | $4,985-56.0% | $4,166-47.4% | $6,690-67.2% |
| Admin fee / account holder | $1,403 | $9,912-85.9% | $7,686-81.8% | $13,392-89.5% |