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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 | $12,237 | $138,102-91.1% | $125,381-90.2% | $134,532-90.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.32% | 750.73%-781.0pp | 572.31%-602.6pp | 418.27%-448.6pp |
| Employer contribution / active EE | $2,599 | $5,245-50.5% | $4,815-46.0% | $4,741-45.2% |
| Participant deferral / active EE | $5,824 | $7,801-25.3% | $7,448-21.8% | $6,401-9.0% |
| Admin fee / account holder | $508 | $11,568-95.6% | $10,007-94.9% | $11,429-95.6% |