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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 | $21,564 | $166,242-87.0% | $165,071-86.9% | $145,884-85.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -2.35% | 100.44%-102.8pp | 70.17%-72.5pp | 551.85%-554.2pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,569 | $6,964+37.4% | $6,035+58.6% | $6,690+43.0% |
| Admin fee / account holder | $2,838 | $16,658-83.0% | $12,695-77.6% | $13,392-78.8% |