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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 | $8,163 | $138,114-94.1% | $125,391-93.5% | $134,545-93.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -45.56% | 750.88%-796.4pp | 572.41%-618.0pp | 418.37%-463.9pp |
| Employer contribution / active EE | $7,618 | $5,246+45.2% | $4,816+58.2% | $4,742+60.7% |
| Participant deferral / active EE | $2,653 | $7,801-66.0% | $7,448-64.4% | $6,401-58.6% |
| Admin fee / account holder | $1,366 | $11,570-88.2% | $10,009-86.3% | $11,431-88.0% |