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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 | $4,171 | $100,147-95.8% | $81,286-94.9% | $145,877-97.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -3.45% | 34.44%-37.9pp | 24.80%-28.2pp | 551.28%-554.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,312 | $4,607-49.8% | $3,883-40.5% | $6,691-65.4% |
| Admin fee / account holder | $1,237 | $8,201-84.9% | $5,764-78.5% | $13,402-90.8% |