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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 | $25,202 | $160,059-84.3% | $140,019-82.0% | $135,379-81.4% |
| Participation rate | 72.2% | 88.5%-16.3pp | 87.5%-15.3pp | 82.6%-10.4pp |
| Annual return | -16.44% | 911.44%-927.9pp | 651.15%-667.6pp | 519.79%-536.2pp |
| Employer contribution / active EE | $4,328 | $6,420-32.6% | $5,605-22.8% | $4,779-9.4% |
| Participant deferral / active EE | $6,260 | $7,641-18.1% | $6,927-9.6% | $5,609+11.6% |
| Admin fee / account holder | $564 | $13,328-95.8% | $10,705-94.7% | $10,828-94.8% |