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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 | $9,522 | $138,102-93.1% | $125,381-92.4% | $134,532-92.9% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -23.16% | 750.73%-773.9pp | 572.31%-595.5pp | 418.27%-441.4pp |
| Employer contribution / active EE | $7,163 | $5,245+36.6% | $4,815+48.7% | $4,741+51.1% |
| Participant deferral / active EE | $7,409 | $7,801-5.0% | $7,448-0.5% | $6,401+15.7% |
| Admin fee / account holder | $1,619 | $11,568-86.0% | $10,007-83.8% | $11,429-85.8% |