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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 | $8,196 | $99,668-91.8% | $86,451-90.5% | $134,545-93.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.86% | 6789.61%-6813.5pp | 4398.51%-4422.4pp | 418.37%-442.2pp |
| Employer contribution / active EE | $3,469 | $4,403-21.2% | $3,770-8.0% | $4,742-26.8% |
| Participant deferral / active EE | $3,955 | $7,249-45.4% | $6,953-43.1% | $6,401-38.2% |
| Admin fee / account holder | $725 | $8,377-91.3% | $6,734-89.2% | $11,431-93.7% |