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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 | $100,262-95.8% | $81,370-94.9% | $145,897-97.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -3.45% | 34.52%-38.0pp | 24.85%-28.3pp | 552.29%-555.7pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,312 | $4,612-49.9% | $3,885-40.5% | $6,689-65.4% |
| Admin fee / account holder | $1,237 | $8,163-84.8% | $5,749-78.5% | $13,390-90.8% |