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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 | $18,566 | $180,459-89.7% | $154,108-88.0% | $135,380-86.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.87% | 888.21%-899.1pp | 735.21%-746.1pp | 519.81%-530.7pp |
| Employer contribution / active EE | $6,735 | $6,035+11.6% | $5,298+27.1% | $4,779+40.9% |
| Participant deferral / active EE | $3,303 | $5,806-43.1% | $5,081-35.0% | $5,609-41.1% |
| Admin fee / account holder | $569 | $16,145-96.5% | $13,411-95.8% | $10,828-94.7% |