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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 | $6,219 | $114,119-94.6% | $107,187-94.2% | $138,895-95.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | -1.82% | 273.21%-275.0pp | 204.55%-206.4pp | 145.39%-147.2pp |
| Employer contribution / active EE | $4,182 | $4,059+3.0% | $3,782+10.6% | $4,194-0.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $527 | $10,024-94.7% | $9,162-94.3% | $12,562-95.8% |