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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 | $10,373 | $211,946-95.1% | $169,452-93.9% | $135,380-92.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -84.54% | 3.26%-87.8pp | 1.83%-86.4pp | 519.81%-604.3pp |
| Employer contribution / active EE | $2,804 | $5,117-45.2% | $4,157-32.5% | $4,779-41.3% |
| Participant deferral / active EE | $8,108 | $6,075+33.5% | $5,277+53.7% | $5,609+44.6% |
| Admin fee / account holder | $2,904 | $11,472-74.7% | $9,110-68.1% | $10,828-73.2% |