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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 | $14,424 | $106,008-86.4% | $92,240-84.4% | $147,586-90.2% |
| Participation rate | 86.4% | 80.4%+5.9pp | 76.5%+9.9pp | 82.8%+3.5pp |
| Annual return | -43.19% | 50.05%-93.2pp | 176.29%-219.5pp | 578.59%-621.8pp |
| Employer contribution / active EE | $6,710 | $4,333+54.9% | $3,680+82.4% | $4,876+37.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $743 | $6,333-88.3% | $5,194-85.7% | $10,886-93.2% |