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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 | $11,359 | $97,732-88.4% | $83,831-86.4% | $135,380-91.6% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -17.20% | 1287.56%-1304.8pp | 850.99%-868.2pp | 519.81%-537.0pp |
| Employer contribution / active EE | $4,038 | $4,222-4.4% | $3,631+11.2% | $4,779-15.5% |
| Participant deferral / active EE | $2,810 | $4,683-40.0% | $4,082-31.2% | $5,609-49.9% |
| Admin fee / account holder | $388 | $6,675-94.2% | $5,479-92.9% | $10,828-96.4% |