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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 | $16,410 | $150,346-89.1% | $120,524-86.4% | $145,877-88.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | -32.58% | 154.40%-187.0pp | 107.36%-139.9pp | 551.28%-583.9pp |
| Employer contribution / active EE | $8,911 | $4,353+104.7% | $3,469+156.9% | $4,663+91.1% |
| Participant deferral / active EE | $6,798 | $6,172+10.1% | $4,994+36.1% | $6,691+1.6% |
| Admin fee / account holder | $30,823 | $12,215+152.3% | $9,440+226.5% | $13,402+130.0% |