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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 | $9,072 | $82,630-89.0% | $64,105-85.8% | $125,389-92.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -13.38% | 1489.72%-1503.1pp | 791.24%-804.6pp | 282.24%-295.6pp |
| Employer contribution / active EE | $2,243 | $2,671-16.0% | $1,820+23.3% | $4,866-53.9% |
| Participant deferral / active EE | $5,071 | $3,608+40.5% | $2,822+79.7% | $5,352-5.2% |
| Admin fee / account holder | $305 | $6,382-95.2% | $4,499-93.2% | $9,541-96.8% |