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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 | $5,278 | $82,314-93.6% | $68,808-92.3% | $134,532-96.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -3555.00% | -2.18%-3552.8pp | -6.37%-3548.6pp | 418.27%-3973.3pp |
| Employer contribution / active EE | $2,128 | $3,301-35.5% | $2,656-19.9% | $4,741-55.1% |
| Participant deferral / active EE | $4,745 | $4,740+0.1% | $3,942+20.4% | $6,401-25.9% |
| Admin fee / account holder | $1,383 | $6,484-78.7% | $4,936-72.0% | $11,429-87.9% |