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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 | $5,583 | $190,879-97.1% | $160,009-96.5% | $134,532-95.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.24% | 552.63%-573.9pp | 408.85%-430.1pp | 418.27%-439.5pp |
| Employer contribution / active EE | $2,534 | $4,995-49.3% | $4,225-40.0% | $4,741-46.5% |
| Participant deferral / active EE | $3,157 | $6,924-54.4% | $6,183-48.9% | $6,401-50.7% |
| Admin fee / account holder | $973 | $10,495-90.7% | $8,715-88.8% | $11,429-91.5% |