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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 | $6,836 | $180,466-96.2% | $154,114-95.6% | $135,382-95.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -26.28% | 888.15%-914.4pp | 735.16%-761.4pp | 519.77%-546.1pp |
| Employer contribution / active EE | $2,370 | $6,035-60.7% | $5,298-55.3% | $4,779-50.4% |
| Participant deferral / active EE | $4,983 | $5,806-14.2% | $5,081-1.9% | $5,609-11.2% |
| Admin fee / account holder | $595 | $16,144-96.3% | $13,411-95.6% | $10,829-94.5% |