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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 | $7,969 | $138,102-94.2% | $125,381-93.6% | $134,532-94.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -22.77% | 750.73%-773.5pp | 572.31%-595.1pp | 418.27%-441.0pp |
| Employer contribution / active EE | $2,410 | $5,245-54.0% | $4,815-49.9% | $4,741-49.2% |
| Participant deferral / active EE | $3,262 | $7,801-58.2% | $7,448-56.2% | $6,401-49.0% |
| Admin fee / account holder | $797 | $11,568-93.1% | $10,007-92.0% | $11,429-93.0% |