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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 | $3,059 | $67,352-95.5% | $60,899-95.0% | $134,509-97.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -73.45% | 49.99%-123.4pp | 16.92%-90.4pp | 418.13%-491.6pp |
| Employer contribution / active EE | $1,693 | $3,098-45.3% | $2,702-37.4% | $4,741-64.3% |
| Participant deferral / active EE | $1,783 | $4,539-60.7% | $3,817-53.3% | $6,400-72.1% |
| Admin fee / account holder | $350 | $4,585-92.4% | $3,225-89.1% | $11,427-96.9% |