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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 | $10,127 | $138,078-92.7% | $125,363-91.9% | $134,509-92.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.51% | 750.49%-772.0pp | 572.15%-593.7pp | 418.13%-439.6pp |
| Employer contribution / active EE | $2,087 | $5,245-60.2% | $4,815-56.6% | $4,741-56.0% |
| Participant deferral / active EE | $3,634 | $7,800-53.4% | $7,447-51.2% | $6,400-43.2% |
| Admin fee / account holder | $370 | $11,566-96.8% | $10,005-96.3% | $11,427-96.8% |