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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 | $14,489 | $138,078-89.5% | $125,363-88.4% | $134,509-89.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.46% | 750.49%-772.9pp | 572.15%-594.6pp | 418.13%-440.6pp |
| Employer contribution / active EE | $3,290 | $5,245-37.3% | $4,815-31.7% | $4,741-30.6% |
| Participant deferral / active EE | $11,739 | $7,800+50.5% | $7,447+57.6% | $6,400+83.4% |
| Admin fee / account holder | $1,521 | $11,566-86.8% | $10,005-84.8% | $11,427-86.7% |