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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 | $10,928 | $138,102-92.1% | $125,381-91.3% | $134,532-91.9% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -23.90% | 750.73%-774.6pp | 572.31%-596.2pp | 418.27%-442.2pp |
| Employer contribution / active EE | $1,580 | $5,245-69.9% | $4,815-67.2% | $4,741-66.7% |
| Participant deferral / active EE | $2,983 | $7,801-61.8% | $7,448-59.9% | $6,401-53.4% |
| Admin fee / account holder | $1,063 | $11,568-90.8% | $10,007-89.4% | $11,429-90.7% |