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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 | $8,611 | $95,895-91.0% | $79,576-89.2% | $134,509-93.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -49.50% | -2.72%-46.8pp | 0.15%-49.7pp | 418.13%-467.6pp |
| Employer contribution / active EE | $3,108 | $3,128-0.7% | $2,413+28.8% | $4,741-34.4% |
| Participant deferral / active EE | $7,596 | $4,693+61.9% | $3,985+90.6% | $6,400+18.7% |
| Admin fee / account holder | $928 | $9,129-89.8% | $6,834-86.4% | $11,427-91.9% |