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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 | $12,210 | $138,102-91.2% | $125,381-90.3% | $134,532-90.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -21.24% | 750.73%-772.0pp | 572.31%-593.6pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,763 | $5,245-66.4% | $4,815-63.4% | $4,741-62.8% |
| Participant deferral / active EE | $4,036 | $7,801-48.3% | $7,448-45.8% | $6,401-37.0% |
| Admin fee / account holder | $743 | $11,568-93.6% | $10,007-92.6% | $11,429-93.5% |