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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 | $13,623 | $97,732-86.1% | $83,831-83.7% | $135,380-89.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -16.57% | 1287.56%-1304.1pp | 850.99%-867.6pp | 519.81%-536.4pp |
| Employer contribution / active EE | $1,934 | $4,222-54.2% | $3,631-46.7% | $4,779-59.5% |
| Participant deferral / active EE | $3,367 | $4,683-28.1% | $4,082-17.5% | $5,609-40.0% |
| Admin fee / account holder | $502 | $6,675-92.5% | $5,479-90.8% | $10,828-95.4% |