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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 | $11,984 | $159,978-92.5% | $147,041-91.8% | $145,978-91.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -32.59% | 98.36%-131.0pp | 419.21%-451.8pp | 550.52%-583.1pp |
| Employer contribution / active EE | $3,836 | $5,288-27.5% | $4,935-22.3% | $4,662-17.7% |
| Participant deferral / active EE | $4,419 | $8,429-47.6% | $8,071-45.2% | $6,690-33.9% |
| Admin fee / account holder | $2,783 | $15,053-81.5% | $13,006-78.6% | $13,400-79.2% |