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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 | $2,451 | $111,878-97.8% | $93,727-97.4% | $145,897-98.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -16.79% | 204.28%-221.1pp | 133.83%-150.6pp | 552.29%-569.1pp |
| Employer contribution / active EE | $1,694 | $3,092-45.2% | $2,421-30.0% | $4,663-63.7% |
| Participant deferral / active EE | $1,892 | $4,920-61.5% | $4,417-57.2% | $6,689-71.7% |
| Admin fee / account holder | $1,490 | $10,256-85.5% | $8,292-82.0% | $13,390-88.9% |