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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 | $13,669 | $138,114-90.1% | $125,391-89.1% | $134,545-89.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.05% | 750.88%-771.9pp | 572.41%-593.5pp | 418.37%-439.4pp |
| Employer contribution / active EE | $3,788 | $5,246-27.8% | $4,816-21.3% | $4,742-20.1% |
| Participant deferral / active EE | $7,367 | $7,801-5.6% | $7,448-1.1% | $6,401+15.1% |
| Admin fee / account holder | $489 | $11,570-95.8% | $10,009-95.1% | $11,431-95.7% |