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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 | $13,320 | $138,068-90.4% | $125,358-89.4% | $134,493-90.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -52.49% | 750.30%-802.8pp | 572.03%-624.5pp | 418.01%-470.5pp |
| Employer contribution / active EE | $2,426 | $5,244-53.7% | $4,814-49.6% | $4,740-48.8% |
| Participant deferral / active EE | $16,290 | $7,799+108.9% | $7,447+118.8% | $6,400+154.5% |
| Admin fee / account holder | $1,550 | $11,568-86.6% | $10,007-84.5% | $11,425-86.4% |