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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 | $14,047 | $180,462-92.2% | $154,111-90.9% | $135,379-89.6% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -10.43% | 888.17%-898.6pp | 735.18%-745.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $4,668 | $6,036-22.7% | $5,298-11.9% | $4,779-2.3% |
| Participant deferral / active EE | $4,769 | $5,806-17.9% | $5,081-6.1% | $5,609-15.0% |
| Admin fee / account holder | $2,362 | $16,145-85.4% | $13,411-82.4% | $10,828-78.2% |