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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 | $6,858 | $92,684-92.6% | $82,706-91.7% | $134,509-94.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -32.40% | 945.84%-978.2pp | 701.76%-734.2pp | 418.13%-450.5pp |
| Employer contribution / active EE | $3,290 | $3,272+0.6% | $3,007+9.4% | $4,741-30.6% |
| Participant deferral / active EE | $6,373 | $4,800+32.8% | $4,394+45.0% | $6,400-0.4% |
| Admin fee / account holder | $785 | $5,982-86.9% | $5,329-85.3% | $11,427-93.1% |