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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 | $5,635 | $96,643-94.2% | $86,617-93.5% | $139,456-96.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 3.82% | 106.57%-102.8pp | 591.91%-588.1pp | 373.45%-369.6pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,510 | $4,835+14.0% | $4,437+24.2% | $6,711-17.9% |
| Admin fee / account holder | $889 | $6,406-86.1% | $5,613-84.2% | $11,407-92.2% |