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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 | $8,984 | $138,114-93.5% | $125,391-92.8% | $134,545-93.3% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -30.11% | 750.88%-781.0pp | 572.41%-602.5pp | 418.37%-448.5pp |
| Employer contribution / active EE | $1,675 | $5,246-68.1% | $4,816-65.2% | $4,742-64.7% |
| Participant deferral / active EE | $5,424 | $7,801-30.5% | $7,448-27.2% | $6,401-15.3% |
| Admin fee / account holder | $1,634 | $11,570-85.9% | $10,009-83.7% | $11,431-85.7% |