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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 | $4,515 | $183,592-97.5% | $155,574-97.1% | $145,877-96.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -17.12% | 61.37%-78.5pp | 64.87%-82.0pp | 551.28%-568.4pp |
| Employer contribution / active EE | $1,277 | $5,317-76.0% | $4,676-72.7% | $4,663-72.6% |
| Participant deferral / active EE | $2,558 | $6,466-60.4% | $5,629-54.6% | $6,691-61.8% |
| Admin fee / account holder | $1,778 | $19,316-90.8% | $15,914-88.8% | $13,402-86.7% |