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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 | $10,638 | $138,114-92.3% | $125,391-91.5% | $134,545-92.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -30.68% | 750.88%-781.6pp | 572.41%-603.1pp | 418.37%-449.1pp |
| Employer contribution / active EE | $1,846 | $5,246-64.8% | $4,816-61.7% | $4,742-61.1% |
| Participant deferral / active EE | $5,935 | $7,801-23.9% | $7,448-20.3% | $6,401-7.3% |
| Admin fee / account holder | $1,316 | $11,570-88.6% | $10,009-86.9% | $11,431-88.5% |