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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 | $8,985 | $138,114-93.5% | $125,391-92.8% | $134,545-93.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.10% | 750.88%-775.0pp | 572.41%-596.5pp | 418.37%-442.5pp |
| Employer contribution / active EE | $1,241 | $5,246-76.3% | $4,816-74.2% | $4,742-73.8% |
| Participant deferral / active EE | $2,994 | $7,801-61.6% | $7,448-59.8% | $6,401-53.2% |
| Admin fee / account holder | $580 | $11,570-95.0% | $10,009-94.2% | $11,431-94.9% |