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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 | $18,005 | $176,077-89.8% | $159,455-88.7% | $167,518-89.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -13.90% | 331.83%-345.7pp | 263.63%-277.5pp | 478.71%-492.6pp |
| Employer contribution / active EE | $23,925 | $5,298+351.6% | $4,830+395.3% | $4,838+394.5% |
| Participant deferral / active EE | $26,000 | $7,751+235.4% | $7,353+253.6% | $6,342+310.0% |
| Admin fee / account holder | $32,310 | $12,556+157.3% | $10,800+199.1% | $12,312+162.4% |