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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 | $6,866 | $138,114-95.0% | $125,391-94.5% | $134,545-94.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -53.04% | 750.88%-803.9pp | 572.41%-625.5pp | 418.37%-471.4pp |
| Employer contribution / active EE | $2,006 | $5,246-61.8% | $4,816-58.3% | $4,742-57.7% |
| Participant deferral / active EE | $4,686 | $7,801-39.9% | $7,448-37.1% | $6,401-26.8% |
| Admin fee / account holder | $631 | $11,570-94.5% | $10,009-93.7% | $11,431-94.5% |