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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 | $111,535-94.4% | $105,223-94.1% | $137,256-95.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -1.82% | 237.85%-239.7pp | 180.65%-182.5pp | 220.34%-222.2pp |
| Employer contribution / active EE | $4,182 | $3,939+6.2% | $3,689+13.4% | $4,156+0.6% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $527 | $9,721-94.6% | $8,859-94.1% | $12,270-95.7% |