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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 | $15,891 | $138,075-88.5% | $123,552-87.1% | $135,379-88.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -51.36% | 153.70%-205.1pp | 119.20%-170.6pp | 519.79%-571.1pp |
| Employer contribution / active EE | $7,188 | $5,152+39.5% | $4,628+55.3% | $4,779+50.4% |
| Participant deferral / active EE | $15,163 | $6,800+123.0% | $6,426+136.0% | $5,609+170.3% |
| Admin fee / account holder | $1,999 | $10,917-81.7% | $9,285-78.5% | $10,828-81.5% |