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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 | $1,899 | $69,518-97.3% | $59,883-96.8% | $135,382-98.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -13.93% | 7.95%-21.9pp | 3.46%-17.4pp | 519.77%-533.7pp |
| Employer contribution / active EE | $515 | $3,235-84.1% | $2,722-81.1% | $4,779-89.2% |
| Participant deferral / active EE | $883 | $4,204-79.0% | $3,402-74.0% | $5,609-84.2% |
| Admin fee / account holder | $452 | $5,734-92.1% | $3,591-87.4% | $10,829-95.8% |