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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 | $6,508 | $138,102-95.3% | $125,381-94.8% | $134,532-95.2% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -55.55% | 750.73%-806.3pp | 572.31%-627.9pp | 418.27%-473.8pp |
| Employer contribution / active EE | $2,588 | $5,245-50.7% | $4,815-46.3% | $4,741-45.4% |
| Participant deferral / active EE | $4,304 | $7,801-44.8% | $7,448-42.2% | $6,401-32.8% |
| Admin fee / account holder | $2,472 | $11,568-78.6% | $10,007-75.3% | $11,429-78.4% |