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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 | $11,418 | $190,879-94.0% | $160,009-92.9% | $134,532-91.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.10% | 552.63%-577.7pp | 408.85%-433.9pp | 418.27%-443.4pp |
| Employer contribution / active EE | $4,824 | $4,995-3.4% | $4,225+14.2% | $4,741+1.7% |
| Participant deferral / active EE | $5,100 | $6,924-26.3% | $6,183-17.5% | $6,401-20.3% |
| Admin fee / account holder | $5,269 | $10,495-49.8% | $8,715-39.5% | $11,429-53.9% |