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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 | $171,492-96.4% | $150,734-95.9% | $198,609-96.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | -1.82% | 804.70%-806.5pp | 600.81%-602.6pp | 202.70%-204.5pp |
| Employer contribution / active EE | $4,182 | $5,470-23.5% | $4,918-15.0% | $5,055-17.3% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $527 | $17,628-97.0% | $14,905-96.5% | $19,030-97.2% |