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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 | $24,509 | $160,059-84.7% | $140,019-82.5% | $135,382-81.9% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -21.38% | 911.44%-932.8pp | 651.15%-672.5pp | 519.77%-541.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,271 | $7,641+99.9% | $6,927+120.5% | $5,609+172.3% |
| Admin fee / account holder | $1,168 | $13,328-91.2% | $10,705-89.1% | $10,829-89.2% |