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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 | $10,754 | $138,114-92.2% | $125,391-91.4% | $134,545-92.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.86% | 750.88%-779.7pp | 572.41%-601.3pp | 418.37%-447.2pp |
| Employer contribution / active EE | $1,869 | $5,246-64.4% | $4,816-61.2% | $4,742-60.6% |
| Participant deferral / active EE | $6,023 | $7,801-22.8% | $7,448-19.1% | $6,401-5.9% |
| Admin fee / account holder | $1,121 | $11,570-90.3% | $10,009-88.8% | $11,431-90.2% |