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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 | $16,121 | $180,466-91.1% | $154,114-89.5% | $135,382-88.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -14.18% | 888.15%-902.3pp | 735.16%-749.3pp | 519.77%-533.9pp |
| Employer contribution / active EE | $1,550 | $6,035-74.3% | $5,298-70.7% | $4,779-67.6% |
| Participant deferral / active EE | $4,857 | $5,806-16.4% | $5,081-4.4% | $5,609-13.4% |
| Admin fee / account holder | $491 | $16,144-97.0% | $13,411-96.3% | $10,829-95.5% |