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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 | $8,014 | $138,114-94.2% | $125,391-93.6% | $134,545-94.0% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -21.73% | 750.88%-772.6pp | 572.41%-594.1pp | 418.37%-440.1pp |
| Employer contribution / active EE | $1,384 | $5,246-73.6% | $4,816-71.3% | $4,742-70.8% |
| Participant deferral / active EE | $2,830 | $7,801-63.7% | $7,448-62.0% | $6,401-55.8% |
| Admin fee / account holder | $457 | $11,570-96.1% | $10,009-95.4% | $11,431-96.0% |