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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 | $6,835 | $138,102-95.1% | $125,381-94.5% | $134,532-94.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.80% | 750.73%-782.5pp | 572.31%-604.1pp | 418.27%-450.1pp |
| Employer contribution / active EE | $1,991 | $5,245-62.0% | $4,815-58.6% | $4,741-58.0% |
| Participant deferral / active EE | $3,796 | $7,801-51.3% | $7,448-49.0% | $6,401-40.7% |
| Admin fee / account holder | $1,295 | $11,568-88.8% | $10,007-87.1% | $11,429-88.7% |