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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 | $21,107 | $160,059-86.8% | $140,019-84.9% | $135,379-84.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.62% | 911.44%-924.1pp | 651.15%-663.8pp | 519.79%-532.4pp |
| Employer contribution / active EE | $7,818 | $6,420+21.8% | $5,605+39.5% | $4,779+63.6% |
| Participant deferral / active EE | $4,707 | $7,641-38.4% | $6,927-32.0% | $5,609-16.1% |
| Admin fee / account holder | $1,254 | $13,328-90.6% | $10,705-88.3% | $10,828-88.4% |