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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 | $8,397 | $138,102-93.9% | $125,381-93.3% | $134,532-93.8% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -35.62% | 750.73%-786.3pp | 572.31%-607.9pp | 418.27%-453.9pp |
| Employer contribution / active EE | $1,968 | $5,245-62.5% | $4,815-59.1% | $4,741-58.5% |
| Participant deferral / active EE | $4,520 | $7,801-42.1% | $7,448-39.3% | $6,401-29.4% |
| Admin fee / account holder | $354 | $11,568-96.9% | $10,007-96.5% | $11,429-96.9% |