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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 | $11,480 | $138,102-91.7% | $125,381-90.8% | $134,532-91.5% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -52.75% | 750.73%-803.5pp | 572.31%-625.1pp | 418.27%-471.0pp |
| Employer contribution / active EE | $2,026 | $5,245-61.4% | $4,815-57.9% | $4,741-57.3% |
| Participant deferral / active EE | $8,545 | $7,801+9.5% | $7,448+14.7% | $6,401+33.5% |
| Admin fee / account holder | $828 | $11,568-92.8% | $10,007-91.7% | $11,429-92.8% |