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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 | $10,394 | $138,102-92.5% | $125,381-91.7% | $134,532-92.3% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -23.15% | 750.73%-773.9pp | 572.31%-595.5pp | 418.27%-441.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,449 | $7,801+8.3% | $7,448+13.4% | $6,401+32.0% |
| Admin fee / account holder | $1,340 | $11,568-88.4% | $10,007-86.6% | $11,429-88.3% |