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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 | $11,896 | $138,102-91.4% | $125,381-90.5% | $134,532-91.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.75% | 750.73%-775.5pp | 572.31%-597.1pp | 418.27%-443.0pp |
| Employer contribution / active EE | $2,014 | $5,245-61.6% | $4,815-58.2% | $4,741-57.5% |
| Participant deferral / active EE | $4,248 | $7,801-45.5% | $7,448-43.0% | $6,401-33.6% |
| Admin fee / account holder | $987 | $11,568-91.5% | $10,007-90.1% | $11,429-91.4% |