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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 | $14,251 | $138,068-89.7% | $125,358-88.6% | $134,493-89.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.74% | 750.30%-773.0pp | 572.03%-594.8pp | 418.01%-440.8pp |
| Employer contribution / active EE | $2,591 | $5,244-50.6% | $4,814-46.2% | $4,740-45.3% |
| Participant deferral / active EE | $4,692 | $7,799-39.8% | $7,447-37.0% | $6,400-26.7% |
| Admin fee / account holder | $1,169 | $11,568-89.9% | $10,007-88.3% | $11,425-89.8% |