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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 | $12,225 | $197,819-93.8% | $155,789-92.2% | $125,389-90.3% |
| Participation rate | 71.4% | 82.1%-10.7pp | 76.1%-4.7pp | 83.2%-11.8pp |
| Annual return | -15.14% | 86.73%-101.9pp | 71.54%-86.7pp | 282.24%-297.4pp |
| Employer contribution / active EE | $1,966 | $4,850-59.5% | $3,839-48.8% | $4,866-59.6% |
| Participant deferral / active EE | $2,504 | $5,631-55.5% | $4,798-47.8% | $5,352-53.2% |
| Admin fee / account holder | $469 | $9,544-95.1% | $7,477-93.7% | $9,541-95.1% |