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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 | $6,472 | $129,959-95.0% | $104,301-93.8% | $134,532-95.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -21.25% | 42.04%-63.3pp | 24.61%-45.9pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,763 | $4,185-57.9% | $3,373-47.7% | $4,741-62.8% |
| Participant deferral / active EE | $2,644 | $5,589-52.7% | $4,626-42.8% | $6,401-58.7% |
| Admin fee / account holder | $1,014 | $9,325-89.1% | $7,340-86.2% | $11,429-91.1% |