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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 | $10,871 | $138,102-92.1% | $125,381-91.3% | $134,532-91.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -146.69% | 750.73%-897.4pp | 572.31%-719.0pp | 418.27%-565.0pp |
| Employer contribution / active EE | $7,363 | $5,245+40.4% | $4,815+52.9% | $4,741+55.3% |
| Participant deferral / active EE | $3,766 | $7,801-51.7% | $7,448-49.4% | $6,401-41.2% |
| Admin fee / account holder | $301 | $11,568-97.4% | $10,007-97.0% | $11,429-97.4% |