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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 | $12,882 | $97,729-86.8% | $83,830-84.6% | $135,379-90.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -22.18% | 1287.52%-1309.7pp | 850.97%-873.2pp | 519.79%-542.0pp |
| Employer contribution / active EE | $2,624 | $4,222-37.8% | $3,631-27.7% | $4,779-45.1% |
| Participant deferral / active EE | $6,744 | $4,683+44.0% | $4,082+65.2% | $5,609+20.2% |
| Admin fee / account holder | $401 | $6,674-94.0% | $5,479-92.7% | $10,828-96.3% |