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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 | $16,779 | $180,462-90.7% | $154,111-89.1% | $135,379-87.6% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -8.85% | 888.17%-897.0pp | 735.18%-744.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $1,720 | $6,036-71.5% | $5,298-67.5% | $4,779-64.0% |
| Participant deferral / active EE | $3,539 | $5,806-39.0% | $5,081-30.3% | $5,609-36.9% |
| Admin fee / account holder | $432 | $16,145-97.3% | $13,411-96.8% | $10,828-96.0% |