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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 | $6,035 | $82,630-92.7% | $64,105-90.6% | $125,389-95.2% |
| Participation rate | 82.4% | 75.9%+6.5pp | 68.2%+14.2pp | 83.2%-0.8pp |
| Annual return | -7.29% | 1489.72%-1497.0pp | 791.24%-798.5pp | 282.24%-289.5pp |
| Employer contribution / active EE | $1,460 | $2,671-45.3% | $1,820-19.8% | $4,866-70.0% |
| Participant deferral / active EE | $851 | $3,608-76.4% | $2,822-69.8% | $5,352-84.1% |
| Admin fee / account holder | $319 | $6,382-95.0% | $4,499-92.9% | $9,541-96.7% |