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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 | $14,477 | $138,102-89.5% | $125,381-88.5% | $134,532-89.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.75% | 750.73%-773.5pp | 572.31%-595.1pp | 418.27%-441.0pp |
| Employer contribution / active EE | $1,063 | $5,245-79.7% | $4,815-77.9% | $4,741-77.6% |
| Participant deferral / active EE | $3,603 | $7,801-53.8% | $7,448-51.6% | $6,401-43.7% |
| Admin fee / account holder | $340 | $11,568-97.1% | $10,007-96.6% | $11,429-97.0% |