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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 | $13,998 | $100,805-86.1% | $86,698-83.9% | $134,532-89.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -91.59% | 29.09%-120.7pp | 35.95%-127.5pp | 418.27%-509.9pp |
| Employer contribution / active EE | $4,387 | $3,490+25.7% | $2,837+54.6% | $4,741-7.5% |
| Participant deferral / active EE | $13,224 | $5,339+147.7% | $4,656+184.0% | $6,401+106.6% |
| Admin fee / account holder | $1,003 | $10,925-90.8% | $7,493-86.6% | $11,429-91.2% |