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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 | $11,015 | $138,078-92.0% | $125,363-91.2% | $134,509-91.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -27.48% | 750.49%-778.0pp | 572.15%-599.6pp | 418.13%-445.6pp |
| Employer contribution / active EE | $2,764 | $5,245-47.3% | $4,815-42.6% | $4,741-41.7% |
| Participant deferral / active EE | $4,100 | $7,800-47.4% | $7,447-44.9% | $6,400-35.9% |
| Admin fee / account holder | $1,138 | $11,566-90.2% | $10,005-88.6% | $11,427-90.0% |