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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 | $5,922 | $138,078-95.7% | $125,363-95.3% | $134,509-95.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.97% | 750.49%-777.5pp | 572.15%-599.1pp | 418.13%-445.1pp |
| Employer contribution / active EE | $2,807 | $5,245-46.5% | $4,815-41.7% | $4,741-40.8% |
| Participant deferral / active EE | $3,296 | $7,800-57.7% | $7,447-55.7% | $6,400-48.5% |
| Admin fee / account holder | $975 | $11,566-91.6% | $10,005-90.3% | $11,427-91.5% |