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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 | $14,297 | $138,102-89.6% | $125,381-88.6% | $134,532-89.4% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -32.27% | 750.73%-783.0pp | 572.31%-604.6pp | 418.27%-450.5pp |
| Employer contribution / active EE | $2,965 | $5,245-43.5% | $4,815-38.4% | $4,741-37.5% |
| Participant deferral / active EE | $8,291 | $7,801+6.3% | $7,448+11.3% | $6,401+29.5% |
| Admin fee / account holder | $646 | $11,568-94.4% | $10,007-93.5% | $11,429-94.4% |