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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 | $6,510 | $82,674-92.1% | $125,381-94.8% | $68,486-90.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.77% | -5.97%-17.8pp | 572.31%-596.1pp | -7.85%-15.9pp |
| Employer contribution / active EE | $855 | $3,382-74.7% | $4,815-82.2% | $2,597-67.1% |
| Participant deferral / active EE | $2,657 | $6,111-56.5% | $7,448-64.3% | $4,028-34.0% |
| Admin fee / account holder | $664 | $6,277-89.4% | $10,007-93.4% | $5,404-87.7% |