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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 | $5,931 | $95,975-93.8% | $74,552-92.0% | $135,382-95.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -28.78% | 56.96%-85.7pp | 32.53%-61.3pp | 519.77%-548.6pp |
| Employer contribution / active EE | $2,312 | $2,716-14.9% | $1,961+17.9% | $4,779-51.6% |
| Participant deferral / active EE | $2,986 | $3,844-22.3% | $3,108-3.9% | $5,609-46.8% |
| Admin fee / account holder | $310 | $6,522-95.3% | $5,060-93.9% | $10,829-97.1% |