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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 | $27,526 | $86,288-68.1% | $111,306-75.3% | $85,851-67.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -0.79% | 19.99%-20.8pp | 54.67%-55.5pp | 318.63%-319.4pp |
| Employer contribution / active EE | $3,165 | $2,044+54.9% | $2,732+15.9% | $2,565+23.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,948 | $8,189-76.2% | $7,966-75.5% | $6,261-68.9% |