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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 | $26,740 | $180,459-85.2% | $154,108-82.6% | $135,380-80.2% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | -10.30% | 888.21%-898.5pp | 735.21%-745.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $1,325 | $6,035-78.0% | $5,298-75.0% | $4,779-72.3% |
| Participant deferral / active EE | $4,158 | $5,806-28.4% | $5,081-18.2% | $5,609-25.9% |
| Admin fee / account holder | $530 | $16,145-96.7% | $13,411-96.1% | $10,828-95.1% |