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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 | $19,038 | $56,199-66.1% | $67,652-71.9% | $59,632-68.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.44% | 18505.31%-18507.7pp | 6625.04%-6627.5pp | 2041.32%-2043.8pp |
| Employer contribution / active EE | $1,285 | $1,614-20.4% | $2,266-43.3% | $2,203-41.7% |
| Participant deferral / active EE | $1,592 | $2,844-44.0% | $3,560-55.3% | $3,192-50.1% |
| Admin fee / account holder | $1,181 | $3,958-70.2% | $4,821-75.5% | $4,297-72.5% |