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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 | $24,894 | $160,059-84.4% | $140,019-82.2% | $135,379-81.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -34.40% | 911.44%-945.8pp | 651.15%-685.6pp | 519.79%-554.2pp |
| Employer contribution / active EE | $10,071 | $6,420+56.9% | $5,605+79.7% | $4,779+110.7% |
| Participant deferral / active EE | $4,975 | $7,641-34.9% | $6,927-28.2% | $5,609-11.3% |
| Admin fee / account holder | $1,910 | $13,328-85.7% | $10,705-82.2% | $10,828-82.4% |