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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 | $13,838 | $138,102-90.0% | $125,381-89.0% | $134,532-89.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -79.48% | 750.73%-830.2pp | 572.31%-651.8pp | 418.27%-497.7pp |
| Employer contribution / active EE | $2,617 | $5,245-50.1% | $4,815-45.7% | $4,741-44.8% |
| Participant deferral / active EE | $9,633 | $7,801+23.5% | $7,448+29.3% | $6,401+50.5% |
| Admin fee / account holder | $2,187 | $11,568-81.1% | $10,007-78.1% | $11,429-80.9% |