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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 | $5,528 | $67,352-91.8% | $60,899-90.9% | $134,509-95.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -46.49% | 49.99%-96.5pp | 16.92%-63.4pp | 418.13%-464.6pp |
| Employer contribution / active EE | $2,668 | $3,098-13.9% | $2,702-1.3% | $4,741-43.7% |
| Participant deferral / active EE | $3,353 | $4,539-26.1% | $3,817-12.1% | $6,400-47.6% |
| Admin fee / account holder | $321 | $4,585-93.0% | $3,225-90.0% | $11,427-97.2% |