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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 | $2,827 | $106,551-97.3% | $91,225-96.9% | $134,532-97.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -75.88% | 160.78%-236.7pp | 114.12%-190.0pp | 418.27%-494.1pp |
| Employer contribution / active EE | $1,513 | $3,331-54.6% | $2,851-46.9% | $4,741-68.1% |
| Participant deferral / active EE | $1,895 | $4,718-59.8% | $4,233-55.2% | $6,401-70.4% |
| Admin fee / account holder | $426 | $6,234-93.2% | $5,422-92.1% | $11,429-96.3% |