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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 | $13,147 | $138,114-90.5% | $125,391-89.5% | $134,545-90.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -20.88% | 750.88%-771.8pp | 572.41%-593.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $3,550 | $5,246-32.3% | $4,816-26.3% | $4,742-25.1% |
| Participant deferral / active EE | $7,915 | $7,801+1.5% | $7,448+6.3% | $6,401+23.6% |
| Admin fee / account holder | $1,306 | $11,570-88.7% | $10,009-87.0% | $11,431-88.6% |