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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 | $7,396 | $99,647-92.6% | $86,439-91.4% | $134,509-94.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -24.06% | 6784.13%-6808.2pp | 4395.55%-4419.6pp | 418.13%-442.2pp |
| Employer contribution / active EE | $1,329 | $4,401-69.8% | $3,769-64.7% | $4,741-72.0% |
| Participant deferral / active EE | $3,808 | $7,246-47.5% | $6,952-45.2% | $6,400-40.5% |
| Admin fee / account holder | $363 | $8,373-95.7% | $6,732-94.6% | $11,427-96.8% |