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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 | $14,096 | $138,102-89.8% | $125,381-88.8% | $134,532-89.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -27.82% | 750.73%-778.5pp | 572.31%-600.1pp | 418.27%-446.1pp |
| Employer contribution / active EE | $1,866 | $5,245-64.4% | $4,815-61.2% | $4,741-60.6% |
| Participant deferral / active EE | $6,862 | $7,801-12.0% | $7,448-7.9% | $6,401+7.2% |
| Admin fee / account holder | $1,148 | $11,568-90.1% | $10,007-88.5% | $11,429-90.0% |