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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 | $12,588 | $138,114-90.9% | $125,391-90.0% | $134,545-90.6% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -30.97% | 750.88%-781.9pp | 572.41%-603.4pp | 418.37%-449.3pp |
| Employer contribution / active EE | $1,772 | $5,246-66.2% | $4,816-63.2% | $4,742-62.6% |
| Participant deferral / active EE | $4,219 | $7,801-45.9% | $7,448-43.4% | $6,401-34.1% |
| Admin fee / account holder | $414 | $11,570-96.4% | $10,009-95.9% | $11,431-96.4% |