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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 | $12,145 | $138,078-91.2% | $125,363-90.3% | $134,509-91.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.67% | 750.49%-773.2pp | 572.15%-594.8pp | 418.13%-440.8pp |
| Employer contribution / active EE | $3,613 | $5,245-31.1% | $4,815-25.0% | $4,741-23.8% |
| Participant deferral / active EE | $4,494 | $7,800-42.4% | $7,447-39.7% | $6,400-29.8% |
| Admin fee / account holder | $678 | $11,566-94.1% | $10,005-93.2% | $11,427-94.1% |