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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 | $19,170 | $180,459-89.4% | $154,108-87.6% | $135,380-85.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.74% | 888.21%-899.9pp | 735.21%-746.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $1,873 | $6,035-69.0% | $5,298-64.6% | $4,779-60.8% |
| Participant deferral / active EE | $3,376 | $5,806-41.9% | $5,081-33.6% | $5,609-39.8% |
| Admin fee / account holder | $341 | $16,145-97.9% | $13,411-97.5% | $10,828-96.9% |