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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 | $12,927 | $209,425-93.8% | $178,499-92.8% | $158,966-91.9% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | -3.11% | 188.80%-191.9pp | 151.10%-154.2pp | 302.95%-306.1pp |
| Employer contribution / active EE | $1,291 | $5,707-77.4% | $5,011-74.2% | $4,762-72.9% |
| Participant deferral / active EE | $7,689 | $5,955+29.1% | $5,202+47.8% | $5,983+28.5% |
| Admin fee / account holder | $317 | $17,078-98.1% | $13,986-97.7% | $11,250-97.2% |