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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 | $14,388 | $138,114-89.6% | $125,391-88.5% | $134,545-89.3% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.2pp | 81.2%-9.0pp |
| Annual return | -21.45% | 750.88%-772.3pp | 572.41%-593.9pp | 418.37%-439.8pp |
| Employer contribution / active EE | $1,381 | $5,246-73.7% | $4,816-71.3% | $4,742-70.9% |
| Participant deferral / active EE | $3,797 | $7,801-51.3% | $7,448-49.0% | $6,401-40.7% |
| Admin fee / account holder | $1,000 | $11,570-91.4% | $10,009-90.0% | $11,431-91.2% |