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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 | $8,064 | $138,102-94.2% | $125,381-93.6% | $134,532-94.0% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -22.83% | 750.73%-773.6pp | 572.31%-595.1pp | 418.27%-441.1pp |
| Employer contribution / active EE | $3,345 | $5,245-36.2% | $4,815-30.5% | $4,741-29.4% |
| Participant deferral / active EE | $6,695 | $7,801-14.2% | $7,448-10.1% | $6,401+4.6% |
| Admin fee / account holder | $786 | $11,568-93.2% | $10,007-92.1% | $11,429-93.1% |