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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 | $153 | $155,555-99.9% | $146,866-99.9% | $155,188-99.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | -3.13% | 115.41%-118.5pp | 102.85%-106.0pp | 148.84%-152.0pp |
| Employer contribution / active EE | $16,250 | $4,647+249.7% | $4,425+267.3% | $4,248+282.6% |
| Participant deferral / active EE | $30,500 | $8,044+279.2% | $7,759+293.1% | $6,531+367.0% |
| Admin fee / account holder | $47,517 | $14,755+222.0% | $13,620+248.9% | $14,480+228.2% |