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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 | $13,909 | $202,440-93.1% | $169,390-91.8% | $139,466-90.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -28.44% | 532.36%-560.8pp | 406.07%-434.5pp | 373.66%-402.1pp |
| Employer contribution / active EE | $2,426 | $4,693-48.3% | $4,013-39.5% | $4,754-49.0% |
| Participant deferral / active EE | $7,188 | $6,940+3.6% | $6,222+15.5% | $6,712+7.1% |
| Admin fee / account holder | $3,528 | $10,722-67.1% | $9,015-60.9% | $11,409-69.1% |