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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 | $5,090 | $138,114-96.3% | $125,391-95.9% | $134,545-96.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -35.63% | 750.88%-786.5pp | 572.41%-608.0pp | 418.37%-454.0pp |
| Employer contribution / active EE | $1,217 | $5,246-76.8% | $4,816-74.7% | $4,742-74.3% |
| Participant deferral / active EE | $2,863 | $7,801-63.3% | $7,448-61.6% | $6,401-55.3% |
| Admin fee / account holder | $365 | $11,570-96.8% | $10,009-96.4% | $11,431-96.8% |