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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 | $14,358 | $138,114-89.6% | $125,391-88.5% | $134,545-89.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.85% | 750.88%-772.7pp | 572.41%-594.3pp | 418.37%-440.2pp |
| Employer contribution / active EE | $3,123 | $5,246-40.5% | $4,816-35.1% | $4,742-34.1% |
| Participant deferral / active EE | $3,903 | $7,801-50.0% | $7,448-47.6% | $6,401-39.0% |
| Admin fee / account holder | $694 | $11,570-94.0% | $10,009-93.1% | $11,431-93.9% |