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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 | $14,236 | $138,102-89.7% | $125,381-88.6% | $134,532-89.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.36% | 750.73%-774.1pp | 572.31%-595.7pp | 418.27%-441.6pp |
| Employer contribution / active EE | $5,090 | $5,245-3.0% | $4,815+5.7% | $4,741+7.4% |
| Participant deferral / active EE | $5,552 | $7,801-28.8% | $7,448-25.4% | $6,401-13.3% |
| Admin fee / account holder | $1,924 | $11,568-83.4% | $10,007-80.8% | $11,429-83.2% |