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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 | $10,764 | $45,566-76.4% | $64,105-83.2% | $59,633-81.9% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -3.23% | 4.95%-8.2pp | 791.24%-794.5pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $3,788 | $934+305.5% | $1,820+108.2% | $2,203+72.0% |
| Participant deferral / active EE | $2,978 | $2,057+44.8% | $2,822+5.5% | $3,192-6.7% |
| Admin fee / account holder | $1,106 | $3,268-66.1% | $4,499-75.4% | $4,297-74.3% |