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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 | $8,329 | $97,732-91.5% | $83,831-90.1% | $135,380-93.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -17.69% | 1287.56%-1305.2pp | 850.99%-868.7pp | 519.81%-537.5pp |
| Employer contribution / active EE | $16,335 | $4,222+286.9% | $3,631+349.8% | $4,779+241.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,483 | $6,675-32.8% | $5,479-18.2% | $10,828-58.6% |