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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 | $16,902 | $78,694-78.5% | $67,652-75.0% | $125,389-86.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -11.45% | 9.46%-20.9pp | 6625.40%-6636.9pp | 282.24%-293.7pp |
| Employer contribution / active EE | $873 | $3,044-71.3% | $2,266-61.5% | $4,866-82.1% |
| Participant deferral / active EE | $1,655 | $4,292-61.4% | $3,560-53.5% | $5,352-69.1% |
| Admin fee / account holder | $1,810 | $7,403-75.6% | $4,821-62.5% | $9,541-81.0% |