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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 | $19,479 | $180,466-89.2% | $154,114-87.4% | $135,382-85.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.97% | 888.15%-902.1pp | 735.16%-749.1pp | 519.77%-533.7pp |
| Employer contribution / active EE | $4,046 | $6,035-33.0% | $5,298-23.6% | $4,779-15.3% |
| Participant deferral / active EE | $3,083 | $5,806-46.9% | $5,081-39.3% | $5,609-45.0% |
| Admin fee / account holder | $823 | $16,144-94.9% | $13,411-93.9% | $10,829-92.4% |