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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 | $6,001 | $99,995-94.0% | $85,063-92.9% | $145,978-95.9% |
| Participation rate | 90.5% | 74.1%+16.4pp | 67.5%+23.0pp | 80.3%+10.2pp |
| Annual return | -1.41% | 83.99%-85.4pp | 66.54%-67.9pp | 550.52%-551.9pp |
| Employer contribution / active EE | $1,771 | $3,231-45.2% | $2,727-35.1% | $4,662-62.0% |
| Participant deferral / active EE | $3,295 | $5,295-37.8% | $4,523-27.1% | $6,690-50.7% |
| Admin fee / account holder | $558 | $7,255-92.3% | $6,155-90.9% | $13,400-95.8% |