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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 | $9,506 | $138,114-93.1% | $125,391-92.4% | $134,545-92.9% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.2pp | 81.2%-9.0pp |
| Annual return | -36.16% | 750.88%-787.0pp | 572.41%-608.6pp | 418.37%-454.5pp |
| Employer contribution / active EE | $1,238 | $5,246-76.4% | $4,816-74.3% | $4,742-73.9% |
| Participant deferral / active EE | $3,030 | $7,801-61.2% | $7,448-59.3% | $6,401-52.7% |
| Admin fee / account holder | $1,005 | $11,570-91.3% | $10,009-90.0% | $11,431-91.2% |