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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 | $7,794 | $39,798-80.4% | $67,704-88.5% | $59,633-86.9% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -6.08% | 89.94%-96.0pp | 25.41%-31.5pp | 2041.45%-2047.5pp |
| Employer contribution / active EE | $1,748 | $1,393+25.5% | $2,559-31.7% | $2,203-20.6% |
| Participant deferral / active EE | $3,195 | $2,335+36.9% | $3,585-10.9% | $3,192+0.1% |
| Admin fee / account holder | $511 | $3,212-84.1% | $4,255-88.0% | $4,297-88.1% |