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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 | $12,957 | $138,114-90.6% | $125,391-89.7% | $134,545-90.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.12% | 750.88%-779.0pp | 572.41%-600.5pp | 418.37%-446.5pp |
| Employer contribution / active EE | $2,914 | $5,246-44.5% | $4,816-39.5% | $4,742-38.5% |
| Participant deferral / active EE | $6,243 | $7,801-20.0% | $7,448-16.2% | $6,401-2.5% |
| Admin fee / account holder | $1,984 | $11,570-82.9% | $10,009-80.2% | $11,431-82.6% |