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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 | $6,877 | $138,102-95.0% | $125,381-94.5% | $134,532-94.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -32.21% | 750.73%-782.9pp | 572.31%-604.5pp | 418.27%-450.5pp |
| Employer contribution / active EE | $2,770 | $5,245-47.2% | $4,815-42.5% | $4,741-41.6% |
| Participant deferral / active EE | $4,455 | $7,801-42.9% | $7,448-40.2% | $6,401-30.4% |
| Admin fee / account holder | $1,831 | $11,568-84.2% | $10,007-81.7% | $11,429-84.0% |