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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 | $9,959 | $97,732-89.8% | $83,831-88.1% | $135,380-92.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.05% | 1287.56%-1301.6pp | 850.99%-865.0pp | 519.81%-533.9pp |
| Employer contribution / active EE | $1,138 | $4,222-73.0% | $3,631-68.7% | $4,779-76.2% |
| Participant deferral / active EE | $4,617 | $4,683-1.4% | $4,082+13.1% | $5,609-17.7% |
| Admin fee / account holder | $528 | $6,675-92.1% | $5,479-90.4% | $10,828-95.1% |